PTC Inside Sales Team

1. PTC Inside Sales Team

2. eClaims Claim Status Real Time Eligibility eAttachments ERAs – New with EagleSoft 14.00 eStatements eReminders – New with EagleSoft 14.00 Credit Cards eServices

3. 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

4. Real Time Claim Status: Allows the offices to track the status of electronically submitted claims without calling the insurance company. 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 ClaimStatus

5. 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’

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

7. 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

8. 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.

9. 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

10. How do I check Eligibility? Eligibility can be checked through the Edit Patient window Right click by patient name within the account screen, treatment plan, patient edit screen etc… Go to Activities - Patient Eligibility

11. How do I check Eligibility? OnSchedule-Edit Appointment or Right Click Appointment

12. 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 From the Patient Insurance Eligibility screen:

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

14. Once the communication is complete the eligibility response will appear. Details of the response will vary by payer Responses can be printed and/or saved Saved responses can be retrieved for future use.

15. 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

16. 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

17. NEA Fast Attach When 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.

18. Fast Attach When 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.

19. ERAsAllow the user to view Insurance payment information in advance. 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

20. 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. Viewing ERA’s

21. 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

22. eStatements Review, edit and customize your statements prior to processing.

23. 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 Information Jennifer Westendorf Monday, 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.

24. Credit Card Processing Customer 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.

25. 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 Billing

26. eBiz Contacts By Region

27. 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. Online Services

28. Live Help Allows the user to get support real time to ask questions in regards to Patterson softwares

29. 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. FAQ