PTC Inside Sales Team

eServices

• eClaims • Claim Status• Real Time Eligibility• eAttachments• ERAs – New with EagleSoft 14.00

• eStatements• eReminders – New with EagleSoft 14.00

• Credit Cards

eClaims

Customer Benefits• No more “lost” claims

• Increase cash flow with quick turnaround on insurance payments

• Reduced errors through software claim checks

• Payer IDs automatically assigned

• Quickly and easily complete paperwork

• 45¢ per electronic claim

• 50¢ per electronic paper claim

Claim Status

Real Time Claim Status:Allows the offices to track the status of electronicallysubmitted claims without calling the insurancecompany.

Customer Benefits:• Free enrollment and setup, included in the cost of the claim

• Ability to track electronically submitted claims, no phone call needed

• Responses may include acknowledgement, rejection and adjudication information

• Save and/or print the response for your records

How do I check status on an electronically submitted claim?

1. Select ‘Show Claims’ and select ‘Open’ view

2. Highlight the claim you want to check

3. Click on ‘Check Status’

The ‘EveryWare Progress’ screen will appear, displaying the progress of the communication between the office’s server and the clearinghouse server.

Once the communication is complete the claim status response will appear.

Details of the response will vary by payer

Responses can be saved and/or printed

Saved responses can be retrieved for future use

How to retrieve Claim Status that has been Saved

The claim status, when saved will be found everywhere Insurance Claim History is within EagleSoft. Highlight the note listed as Claim ID # This is a HTML Status-Please View Detail. Once this is highlighted a tab will appear labeled View Detail. Click on View Detail to get all the information listed in regards to that claim that the insurance has provided.

Real Time Eligibility

Customer Benefits

• Immediately identify patient benefits

• Eliminates phone calls to insurance companies

• Reponses saved to patient record

• $24.95 per mo. Unlimited transactions

How do I check Eligibility?

Go to Activities - Patient Eligibility

Right click by patient name within the account screen, treatment plan, patient edit screen etc…

Eligibility can be checked through the Edit Patient window

OnSchedule-Edit Appointment or Right Click Appointment

How do I check Eligibility?

From the Patient Insurance Eligibility screen:

• Select Patient’s Primary or Secondary Insurance• Verify correct payer id is assigned (Note: clicking on the insurance

company hyperlink will bring up the Edit Insurance screen)• Select OK

The ‘EveryWare Progress’ screen will appear, displaying the

progress of the communication between the office’s server and the clearinghouse server.

Details of the response will vary by payer

Responses can be printed and/or saved

Saved responses can be retrieved for future use.

Once the communication is complete the eligibility response will appear.

From the Account screen right click the Real Time Eligibility account note and

select View Eligibility.

How do I retrieve a saved eligibility response?

There are several ways to preview a saved response

From the Patient Insurance Eligibility select the patient and then select History

Customer Benefits• Images are sent directly from EagleSoft• X-rays, Intra-Oral Camera Images, EOB,

Perio Charting, Narratives etc. are easily accessible for insurance companies

• No more “lost” attachments• Eliminates the fees of producing extra films• Narrative area in Fast Attach allows for 2000

characters• If additional information is required when

you try to send an attachment within NEA a prompt will come up letting the user know that additional information is required.

• One time $100 registration fee• $20.00 per mo. unlimited usage

NEA Electronic Attachments

NEA Fast AttachWhen you are in the Claims window mark an un-submitted Electronic

Claim and then click on Attachment

Once you click on Attachment this window will appear with all of the information on the left hand side filled in. From here click on Screen Capture which will allow the user to get a screen capture of the x-rays, images or perio chart.

Fast AttachWhen Screen Capture is clicked on you will get the screen to the right. Click on Draw Rectangle and the user will be allowed to draw a box around any item that they want to capture, to send electronically.

Once the rectangle is complete the image will populate into the Fast Attach program you will need to select what type of image it is click on next and then send it.

Customer Benefits• ERAs (Electronic

Remittance Advice) service replaces or supplements the paper EOB

• Automatically populates check numbers, EFT numbers and payment information.

• Expedites posting process for insurance payments

ERAs

Allow the user to view Insurance payment

information in advance.

Viewing ERA’s

• ERA’s are held in a queue waiting further processing when the payment is received in the office.

• ERA’s are found under Activities or under the claims window.

• The ERA window will have the patients name, paid, submitted, insurance company, payment groups, status, and view. Under the view column, you can select the hyperlink for the EOB or claim to view in detail.

eStatements

Customer Benefits• Time savings – statements

processed in a matter of minutes. Looks professional. Statement is perforated, with change of insurance and of patient’s address available for patient to update.

• Reduced processing costs • Credit card logos included• Ability to add inserts• $.65 per statement; postage,

statement paper, envelope, return envelope and labor

eStatements

Review, edit and customize your statements prior to processing.

eReminderNew in EagleSoft 14.00

Customer Benefits• Automatically contact patients about scheduled appointments• Reach patient by phone, email and or text message. Reduce your number of No Shows Automatically updates scheduled appointment status• All plans listed come w/unlimited email and text messaging• Transaction status’s available through Online Center

Greetings from George Young, D.D.S.

This is a friendly reminder about your dental appointment.

Appointment InformationJennifer WestendorfMonday, May 21 at 10:30 AM

Should you have any questions about your appointment please contact our office at (217) 555-1212

We look forward to seeing you at your appointment.

George Young, D.D.S.

Plan Cost Calls

Base Plan $80.00 300

Plan 1 $120.00 600

Plan 2 $180.00 1000

Plan 3 $230.00 1500

Plan 4 $280.00 2000

Plan 5 $380.00 3000

Credit Card ProcessingCustomer Benefits

• Competitive Rates - Send EagleSoft a statement from your current processor and we will provide you with a detailed analysis that shows you a comparison between our rates and the rates you are currently paying.

• Reduce costs, paperwork and auditing time – process credit cards electronically right in EagleSoft!

• Transactions stored in patient history• Consumes less counter space • Patterson sells all necessary hardware• Fast - most transactions are authorized in less than 5 seconds. • One patient receipt.

Billing

• eClaims, eStatements, eReminders and Eligibility are billed through Patterson

• Client will receive a detailed usage report with their Patterson Statement for eClaims, eStatements and Eligibility

• PDCO statement line item “Electronic Services”

• *NEA & Credit Cards will be billed from vendor and do not count towards rebates

Region eBiz Credit Cards

Northeast Kathy Bloemer JD Morrison

MidAtlantic Jill Edwards JD Morrison

Southeast Emily Tegeler Kay Grimes

Southcentral Kristi Miller Amy Bower

Northcentral Brad Mette Kay Grimes

Southwest Elaine Darling Amy Bower

Northwest Myah Stuemke Amy Bower

eBiz Contacts By Region

Online Services

• Check details on eClaims, and eStatements

• Process eClaims and eStatements

• From here you can Check Status and Eligibility

• eReminders can be checked for a specified date range and will list the total Reminders and how many Calls, Emails and Text Messages were made.

Live Help

Allows the user to get support real time to ask questions in regards to Patterson softwares

FAQ

FAQ is a knowledge based system available online to allows users to Find Answers in regards to different areas within the Patterson softwares.

• eSupport webinars are short, free webinars, conducted by our Support Department, designed to answer some commonly asked questions that we receive at the PTC Support Department. Webinars in this series will be limited to 30-45 minutes per topic. These webinars are available at no charge to our Service Club customers. Enrollments will be accepted up to 1 hour prior to session start time. Space is limited, and pre-registration is required.