Eaglesoft Scheduling Steps Quiz

What is the first step in scheduling a new patient in Eaglesoft?

• Search the patient name

• Find an open appointment time and double click

• Click on the "Recall Reach" option

• Change the appointment type

How can you view a patient's past and future appointments in Eaglesoft?

• Click "appointment search" at the top of the schedule

• Double click on the patient's appointment

• Right click on the patient's appointment

• Switch between the tabs of current and past appointments

What should you do after moving an appointment to reschedule it in Eaglesoft?

• Save the new patient information

• Fill out appointment information

• Type "rescheduled by Reach" in the appointment notes

• Add insurance information

When scheduling an existing patient for a hygiene appointment in Eaglesoft, what must be added in the notes section of the appointment?

• The patient's phone number

• The word "Reach"

• The appointment type

• The insurance information

What is the first step in canceling an appointment and marking it as canceled according to the instructions?

• Check the option that says "canceled"

• Select appointment and right click

• Click "ok"

• Check the box that says "apply cancellation fee"

When scheduling a consult, what should you do after finding and double clicking the appointment slot?

• Change appointment type to Exam or consult

• Leave notes on what patient would like to discuss

• Search Patient Name

• Click Save

What must be done last when scheduling a consult?

• Double click Patient name

• Adjust Provider if needed

• Click Save

• Reach* in the notes

How do you update a patient's contact information in Eaglesoft?

• Go to the patient's profile and click 'Edit'

• Double click on the patient's appointment

• Use the 'Quick Update' feature on the dashboard

• Right click on the patient's name in the schedule

What is the procedure for adding a new insurance plan for a patient in Eaglesoft?

• Click on the 'Insurance' tab and select 'Add New'

• Double click on the patient's name

• Use the 'Quick Add' feature in the patient's profile

• Right click on the patient's appointment and select 'Insurance'

Before finalizing an appointment, what is a crucial step to ensure patient readiness in Eaglesoft?

• Confirm the appointment via email

• Check the patient's last visit notes

• Verify insurance coverage

• Ensure all patient forms are completed