New Features

• Line Item Accounting• Customizable windows• Family Walkout• Date Based Reporting

HOW TO PREPAREEaglesoft 16

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 CenterEaglesoft Support1-800-475-5036