Jeffrey Wade
Eaglesoft is a software platform that offers a comprehensive line of eServices, including the Eaglesoft Insurance Suite, which is specifically designed for dental practices. The Insurance Suite simplifies insurance-related tasks, such as verifying eligibility and submitting electronic claims, and speeds up the revenue cycle. When entering an insurance payment, the user must type the patient's last name, select a claim, modify the date of the payment, select the payment type, enter the number/payment prompt, and enter the amount of the payment. If it is the final payment, the user must check the box next to Final Payment.
| Characteristics | Values |
|---|---|
| Software | Eaglesoft Insurance Suite |
| Use | Simplifies insurance-related tasks |
| Features | Verifying eligibility, submitting electronic claims, getting payment information in advance, bundling solutions, support |
| Benefits | Faster payments, improved workflow, reduced stress, improved cash flow, save time, shorten revenue cycle |
| Process | Type patient's last name, choose a claim, modify date of payment, select payment type, enter number/payment prompt, enter amount, verify information, hit Save button to process payment |
| Post-payment | ERA sent and synced, view claim detail, closing insurance claim, final payment, assign unpaid amounts, create adjustment, update patient deductible |
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What You'll Learn
Using the Eaglesoft Insurance Suite
The Eaglesoft Insurance Suite is a software platform that streamlines insurance-related tasks for dental offices, such as verifying eligibility and submitting electronic claims. It is designed to save time and speed up revenue cycles.
Features and Benefits
With the Eaglesoft Insurance Suite, you can instantly verify patient benefit information, including coverage, copays, and eligibility. This improves conversations with patients and helps reduce claim rejections. The software also allows you to easily attach x-rays, perio charts, narratives, EOBs, and other paper documents by uploading them or taking a screen capture directly from Eaglesoft.
Additionally, the software provides real-time eligibility information for patients and allows you to submit and track electronic claims and attachments directly within the platform. This capability is powered by Change Healthcare, a market leader in comprehensive payer connectivity.
Entering an Insurance Payment
To enter an insurance payment in Eaglesoft, follow these steps:
- Type the full or partial last name of the patient and press the Tab key. The account, patient, insurance, and contract balances will be displayed.
- If the patient has multiple outstanding claims, choose a claim to post a payment to. Select "View Claim" to review the services on the selected claim.
- In the "Date" field, you can modify the date of the payment if needed. Otherwise, press the Tab key.
- Select the Payment Type from the drop-down list provided.
- Type the answer to the Number/Payment Prompt if a prompt is set up for the Payment Type. This usually refers to the check number or credit card number.
- Enter the amount of the payment and press the Tab key.
- If this is the final payment, check the box next to "Final Payment".
- Verify that all information is entered correctly, then hit the "Save" button to process the payment.
The Eaglesoft Insurance Suite offers a seamless workflow and improves efficiency in managing insurance processes, resulting in faster payments and improved cash flow for dental practices.
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Verifying eligibility
Instant Eligibility Verification
Eaglesoft Insurance Suite offers real-time eligibility information with just a click of a button. This feature allows you to instantly verify patient benefit information, including coverage, copays, and eligibility details. By enabling PM notes in the ledger filters and ensuring "Create Account Note for Real-time Transactions" is selected in File/Preferences/Insurance, you can access eligibility listings. From the Process Insurance Claims screen, navigate to Show What, select Show Claims and Pre Auths, and choose the Open view under 'View'. This will allow you to check the status of electronically submitted claims.
Managing Patient Benefits
Eaglesoft provides tools to help you manage patient benefits effectively. You can determine whether to post at full fee using Coverage Books or at insurance fee using Fee Schedules, tailoring your approach to your practice's needs. Eaglesoft also offers Real-Time Eligibility, providing up-to-date and patient-specific insurance information without the need for manual inquiries. However, it's important to note that Real-Time Eligibility may not be available for all insurance carriers, and there can be discrepancies between the information in Eaglesoft and benefit information from other sources.
Streamlined Insurance Claims
The Eaglesoft Insurance Suite simplifies the process of submitting insurance claims and tracking their status. You can quickly submit claims, add supporting documentation, and view submitted claims. This includes the ability to attach X-rays, perio charts, narratives, EOBs, and other paper documents. Additionally, Eaglesoft provides automated daily reports on claim status, keeping you informed about approved or rejected claims.
Advanced Features
Eaglesoft offers advanced features to further streamline the insurance payment process. The software allows you to get payment information in advance, helping you forecast reimbursement rates and income. It also automatically populates insurance payment information at the claim and service code level, reducing the time required to process and apply insurance payments.
By following these steps and utilizing the features of Eaglesoft Insurance Suite, you can efficiently verify eligibility and streamline the insurance payment process for your practice.
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Submitting electronic claims
Submitting insurance claims is a tedious and time-consuming process. eClaims by Eaglesoft is designed to make this process faster, easier, and more efficient.
The eClaims service is available to customers who use Eaglesoft's comprehensive practice management software. It helps users create, review, and submit claims electronically to insurance companies. The advantages of using one trusted portal for the entire process are plentiful. eClaims customers experience faster turnaround times on insurance payments, as well as a reduction in the number of rejected claims. Several insurance companies will now process your claims in real time, allowing you to know precisely what will be paid within seconds.
The eClaims portal also allows users to track the status of their claim submissions. The Dental Connect portal is an online resource where the office can go online to track and check the status of electronic claims. The Check Claim Status feature within Eaglesoft quickly identifies the status of any claim submitted electronically. These responses may contain information such as accepted, rejected, request for additional information, and/or payment information.
Eaglesoft Insurance Suite also offers a seamless workflow, allowing users to easily attach x-rays, perio charts, narratives, EOBs, or other paper documents by uploading a document or taking a screen capture from Eaglesoft. Users can also easily verify payer and procedure code rules with a single click to ensure attachment requirements are met to reduce time spent creating attachments and the risk of denied claims.
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Receiving payment
To receive an insurance payment, start by typing the patient's full or partial last name and pressing the Tab key. This will bring up their account, patient, insurance, and contract balance information. If the patient has multiple outstanding claims, choose the specific claim to post the payment to and select "View Claim" to review the services on the selected claim.
Next, in the Date field, you can modify the date of the payment if needed, or simply press Tab to skip this step. Then, select the payment type from the drop-down list and enter the number or payment prompt, which typically refers to the check or credit card number. After this, enter the amount of the payment and press Tab.
If this is the final payment, check the box next to "Final Payment". You can then review and modify payment information, such as the date, payment type, and amount. If needed, select the Coverage Book to add services to the employer's coverage book based on the Explanation of Benefits (EOB) for services paid on this claim.
Once all the information is entered correctly, hit the "Save" button to process the payment. After marking a payment as the final payment, you can assign any unpaid amounts to the patient's account, create adjustments, or update the patient's deductible.
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Finalising payment
In the Date field, you can modify the date of the payment, and then select the Payment Type from the drop-down list. You will then need to enter the Number/Payment Prompt, which usually refers to the check or credit card number. After this, enter the amount of the payment.
If this is the final payment, check the box next to "Final Payment". You can then verify all the information and hit "Save" to process the payment. Once the insurance payer makes the payment, an ERA is sent and synced to Eaglesoft, notifying you of the claim and amounts paid. This information is synced to Eaglesoft, so posting payments are quicker.
After marking a payment as "Final Payment", you can assign any unpaid amounts back to the patient's account, create an adjustment, or update the patient deductible.
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Frequently asked questions
To enter an insurance payment in Eaglesoft, first type the full or partial last name of the patient and press Tab. Then, select a claim to post a payment to if the patient has multiple outstanding claims. Next, modify the date of the payment if necessary. Select the Payment Type from the drop-down list, enter the Number/Payment Prompt, and enter the amount of the payment. Finally, verify the information and hit Save to process the payment.
The Final Payment checkbox in Eaglesoft is used to indicate that you are not expecting any additional insurance payments for a claim from that insurance provider. If this box is checked by default, you will need to deselect it if you anticipate additional insurance payments. After processing the payment, you can assign any unpaid amounts back to the patient's account.
Yes, you can modify the date of the payment in Eaglesoft. In the Date field, simply change the date as needed before pressing the Tab key to move on to the next step of entering the insurance payment information.
