How Andre Resets Remaining Benefits at Any Time During The Year In Eaglesoft
As part of the End-of-Month (EOM) and End-of-Year (EOY) Process benefits should be updated. Sometimes this gets missed or the incorrect month is selected. Well, there is a “fix” for that.
Go to Utilities > Mass Update > and select Reset Insurance Balances
You can RUN THIS UTILITY for any month you missed.
A BIG part of the EOM process IS updating remaining benefits for non-calendar year plans.
CRAZY ANDRE WORKAROUND
Imagine a Patient has same employer and same insurance, but you find out THEIR plan maximum per year has changed from $1,500 to $2,000. You can certainly change it on the Employer screen, but it will NOT reset what each Patient’s remaining balances are on the edit Patient screen. Support has advised users that they “have to manually change it for every Patient. It only changes automatically for new insurance.”
HERE IS MY CRAZY SUGGESTION:
Edit that particular employer. Change the beginning month date to Feb (2) then do an update of all plans that begin 2 to 2 (this "should" be the only plan that has a Feb rollover) and ALL Patients with that plan will update from $1,500 to $2,0500. Then, (important) go back into the employer and set the beginning month BACK to Jan (1) so it updates again at the EOY when it’s supposed to.
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
