How Andre Does a Tax / HSA / Flex Spending Report for Patients in Eaglesoft
Typically, the beginning of the year brings the patients who ask for a Health Spending Account (HAS), Flex Spending Account or just a “Tax” report.
To get a report for the Services Competed and/or Payments Made “Last Year” I suggest doing the following:
Open the Patiuent’s Account. At the bottom of the window, click Filter Ledger (see picture)
Select if you want ALL Account Items or just a specific Patient’s Account items.
Check all the boxes that the Patient wants included in the Report (i.e. Payments, Services etc.)
Apply Filter
Click Report
Choose a Date Range
Print the Report
Note: There is no Report/Statement that will give you the Patients Date of Birth, Social Security Number, or the office’s Tax ID Number. If the patient needs this information, your best bet is to create this in a Microsoft Word Document on your Letterhead.
The other option is the Account History Report – Mailable, filtered to the date range you want.
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.
