Entering New Patient to Eaglesoft

This Dental Receptionist resource document provides a policy and step‐by‐step guide to entering a new dental patient’s information into Eaglesoft and to ensure that your front office has all of the required data needed to ease the transition for the patient and the front office staff.


ENTERING NEW PATIENT INFORMATION INTO EAGLESOFT

When a new patient calls to schedule an appointment, there are several key pieces of information that we need to obtain during the phone conversation and in person. This document is designed as a step-by-step guide to entering the patient’s information into Eaglesoft and assuring that our office has all of the required information to facilitate the transition for the patient and the front office staff.

TO CREATE THE APPOINTMENT:

  1. Open the schedule and find an open spot. Double click directly on the schedule where you’d like to appoint the new patient.

  2. This will open a Patient Appointment screen. In the upper left corner, double click on the blue, underlined word “Patient”. A Patient List screen will appear, click the “New” button.

  3. The New Person screen is where you will enter the patient’s information. The most critical pieces of info you will need to obtain are:

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