HOW ANDRE ENTERS EMPLOYER NAMES IN EAGLESOFT

I own The Crew Process. That means I’m self-employed. If I came to your practice as a new patient, you wouldn’t create an employer for ME called “Self”. Right? That would mean that my employees would need to say THEY work for “Self” when THEY come to your practice.

Now, that’s not to say that every self-employed person has employee, it does mean that every self-employed person has a “Name” that should be used in the “Employer” field of Eaglesoft (i.e. Joe Blow Esq, Vinny Boom Bat DMD, Sunshine Spa, Bob’s Landscaping, etc.). IF the self-employed person bought into a Small Business Association (SBA) plan, THAT “Employer” would be listed as “Small Business Association (SBA)” in the “Employer” field of Eaglesoft with an accompanying Group Number (including all digits).

The same holds true for retired people. Heck, I’m “retired” from Patterson Dental and the same story above holds true for me. Here’s the other scenario, suppose I was covered BY Patterson Dental in my retirement. THEN my “Employer” Name would be something like “Patterson Dental Companies – Retirees” with an accompanying Group Number (including all digits).

THERE ARE NO EMPLOYERS NAMED “Retired” or “Self”.

Like all my tips, I'm not asking you to do this... I'm TELLING you to do this. Please, go into Security Profiles and remove the ability for Crew Members to add new Employers unless they have been trained to create Employers based on the Practice Protocols or you'll be in the same boat after you do the clean-up.

Here is what I suggest:

1) IF the patient is retired from a company (say "Conseco Construction") and is still insured by that employer under a new "retiree" group, then they should be added to an Employer named "Conseco Construction - Retirees" (or something similar. Adding the "retirees" after that name keeps the "active" and "retirees" alphabetically next to each other).

2) IF the patient is purchasing a plan on their own, THEN that plan has a name (i.e. AARP, Aetna Dental Health, Affordable Care Act, The Crew Process, Joe Blow Esq, Vinny Boom Bat DMD, Sunshine Spa, Bob’s Landscaping or whatever). It should be named that in Eaglesoft with an accompanying Group Number (including all digits). Typically plans purchased through insurance companies have names like Guardian Direct, Aetna Dental Advantage etc.

3) after the Name include information about the Employer/Coverage that tells you MORE about the Employer without opening up the Employer Screen:

PID = Need Primary Member ID and not a SSN
NA = No Assignment of Benefits available (the Check will go to the Patient)

NE = No information is available through Real-Time Eligibility (RTE)

1/21 = January 2021 was the last time someone updated the information in this Employer

(see picture below)

UPDATE:
For years I had been advising Eaglesoft Users to use a “+” symbol after the Employer or Insurance Company name to designate that the information has been confirmed and that the user if “positive” that the information is correct. The Patterson Technology Center (“Support”) advise me that using symbols like +, / or even an * in the name could cause an “An error occurred executing an SQL statement” message when opening a Patient record.

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DISCLAIMER:

This is a resource guide and all decisions on each dental office setup should remain the sole decision of the dentist/owner of the practice. Eaglesoft is a registered trademark of Patterson Dental Company.  All other software or products mentioned are the property of their respective owners. Although Andre Shirdan was an employee of Patterson Dental, he is not associated with Eaglesoft or Patterson Dental Company or endorsed by Patterson or any other Company Mentioned in this blog.