Eaglesoft Features
Administrative Tools (20)
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Insurance and Billing
Assists with insurance verification and patient billing by generating statements, processing payments, and tracking provider information and insurance claims.
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Appointment Scheduling
Manages the scheduling process, from initial appointment request to confirmations and reminders. Supports customizable scheduling with color-coding and drag-and-drop, and maximizes recall systems.
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Business Intelligence and Reporting
Offers analytic and reporting tools to monitor financial and operational performance.
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Document Management
Stores files and letters for each patient, and centrally manages patient records and master files.
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Workflows
Allows custom workflows to be created for administrative and clinical staff to reduce time spent on standard tasks.
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Task Scheduling
Track and manage the scheduling of tasks
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Claims Management
Process of submitting and following up on claims with insurance companies
Patient Records Management
Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
Booking Management
Create, update, and manage bookings, itineraries, and reservations
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Client Management
Manage contact details and communication with clients
Dental Practice Management
Managing day-to-day operations of dental practices such as scheduling appointments, generating reports, and more.
Inventory Management
Track and manage inventory levels to maintain proper supply
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Patient Management
Managing and tracking patient health, progress, communication, and treatment plans
Financial Tools (3)
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Accounting
Generates financial statements and monitors patient outstanding balances for uncollected revenue.
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Payment Processing
Processes credit card payments and inventory sales natively or via integration with POS tools.
Electronic Payments
Electronically collect payments for goods or services
Clinical Tools (6)
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Treatment Planning
Creates treatment plans to help dentists visualize proposed treatment, with dental charts and dental imaging support. Tracks treatment history and allows treatment plans to be updated as needed.
Patient Portal
Provides a self-service patient portal to streamline appointments, education, and billing.
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Patient Engagement
Offers engagement tools such as appointment reminders, patient education, review generation, and social media engagement, either natively or via integration.
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Dental Imaging
Integrates with dental imaging and/or radiology software to access patient x-Rays and advanced charts.
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e-Prescribing
Allows dentists to view, approve, and manage patient prescriptions
Document Imaging
Convert paper files into digital images
Additional Functionality (44)
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Email Reminders
Reminders sent via email
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Activity Tracking
Track and document all activities across devices, networks, and other systems
Billing & Invoicing
Create, manage, and send invoices or bills to customers
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Alerts/Escalation
System alerts about the need to escalate an issue or request
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customizable Reports
Alter the layout and content of reports
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Referral Tracking
Log and store the source of contacts/leads
Live Chat
Ability to chat online in real time
Multi-Location
Manage and support multiple locations
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Customer History
Access previous interactions or concerns to maintain customer relationships
SMS Messaging
Send messages via SMS
Document Storage
Store and organize documents in a centralized system
Imaging and X-rays
Visual representations or pictures of objects, structures, or internal body parts, often for diagnostic or analytical purposes
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Confirmations/Reminders
Automated reminders and confirmations for booked appointments and events via text or email
Scheduled/Automated Reports
Set a time to generate routine reports automatically
Progress Notes
Customizable notes that help healthcare professionals document and track patient progress
For Dental Practices
Intended to be used by dental practices
Orthodontic Charting
Electronic orthodontic records of patients created and stored digitally
Voice Capture
Voice recording and storing
Annotations
Highlight content and/or make notations about parts of content
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Comparison View
View and compare images, studies, etc., to track changes over time
Hands-Free Charting
Voice-activated speech recognition for charting
Periodontal Charting
A chart utilized by dental care professional to write and record oral and periodontal health or disease
Patient Communications
Allow communication between the company and patients via messages, SMS, emails, phone, and more
EMR/EHR
Create and securely store digital patient records
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