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How_To_Prepare_For_Version_16_Powerpoint

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					             New Features
•   Line Item Accounting
•   Customizable windows
•   Family Walkout
•   Date Based Reporting
Eaglesoft 16

HOW TO PREPARE
           Current Version
• Must be on version 15.00.18
• Verify from Help|About Eaglesoft
      Hardware Requirements
• Verify your office complies with the latest
  Eaglesoft Hardware Requirements. (FAQ
  5073)
  – Windows 2000 no longer supported
  – Windows XP and Server 2003 must have
    Service Pack 2 or higher installed
  – Server machines require minimum of 2 GB
    RAM; Workstations 1 GB RAM
New Operating System Support


• Support of Windows 7, Server 2008
• 64 bit Operating systems included
      Third Party Applications
• Verify any third-party applications your
  office utilizes are compliant with Eaglesoft
  16.
  – Appointment Reminder applications
  – Digital Imaging applications
         Database Upgrade
• Schedule upgrade after business hours.
• Turn off any automatic tasks to avoid
  interruption.
• Set Windows Power Options to Never to
  avoid hard disk shut-downs. (FAQ 13738)
               Backup

• Database files are now
  PattersonPM.db and
  PattersonPM.log.
• Verify with your Hardware provider
  that your backup system is backing
  up the entire Eaglesoft|Data directory.
            Line Item Accounting
Benefits:
• Enables the user to apply a payment directly to
  a specific line item in the account ledger.
• Excellent way to group services and payments
  that are related together.
• Makes each Account easier to manage.
• Can see at a glance which items in the account
  are not paid in full.
        Accounts Receivables
• Transition to Line Item Distribution of
  Payments.
  – Individual Patient balances and aging
    categories may differ after the upgrade.
  – Total Account Balance and Provider Accounts
    Receivables will remain the same.

Please review your Statement Queue carefully prior to
processing Statements and applying Finance Charges.
            Provider Hours
• Verify Provider Hours are accurate and
  properly assigned to Chairs.
• Lists|Providers/Staff|Edit
        Appointment Types
• Verify Appointment Types have the
  appropriate assignments for Provider
  Time.
• Lists|OnSchedule|Appointment Types|Edit
       OnSchedule Toolbars
• Current customization will not be
  maintained after upgrading to version 16.
            Training Videos
• Introductions of the new features in
  version 16. (FAQ 12402)
• Detailed training webinars will be
  provided.
• All staff members are encouraged!
          Upcoming Webinars
•   Account
•   OnSchedule
•   Appointment
•   Walkout
•   Line Item Accounting
•   Provider Hours
            Stay Tuned…
Sign up to receive email updates regarding
               Eaglesoft 16 at
      http://conta.cc/EaglesoftUpdates


            Patterson Technology Center
                 Eaglesoft Support
                  1-800-475-5036

				
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posted:2/8/2012
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