An In-Depth Review of EagleSoft Dental Practice Management Software

Rating: 4.1 (Capterra) | 4.2 (G2)

EagleSoft is a dental practice management software (PMS) known for its advanced integration capabilities and comprehensive set of features designed specifically to help dental practices optimize their workflow and boost productivity. 

EagleSoft was first developed by Patterson Dental Supply in 1988 and was initially created to address the growing need for a streamlined dental practice management system.

Now, EagleSoft has nearly 30,000 users from across the United States and Canada, ranging from small practices to large dental organizations and multi-specialty clinics.

Summary Table

Features	Description	Benefits
Appointment Scheduling	Simplifies booking, adjusting, and viewing schedules. Includes IntelliCare reminders, Quick Fill, and Appointment Queue.	Enhances efficiency, reduces administrative workload, and accommodates patient and practice needs effectively.
Patient Records Management	Manages patient records with features like customized health history forms that patients can fill and sign digitally.	Facilitates accurate and efficient management of patient data, enhancing accessibility and security.
Dental Charting	Offers comprehensive dental charting integrated with radiographs and intraoral photos.	Allows precise tracking of patient progress and treatments, improving diagnosis and treatment planning.
Treatment Planning	Enables the creation of detailed treatment plans with the ability to select procedure codes and add notes.	Supports personalized treatment strategies and clear communication of treatment options and expectations with patients.
Billing & Insurance Processing	Manages financial tasks with automated account aging, smart invoices, and customizable billing statements.	Streamlines financial operations, enhances payment processing efficiency, and reduces errors.
Reporting & Analytics	Provides powerful reporting tools to monitor various practice metrics.	Offers insights into the practice’s performance, helping in strategic planning and operational improvements.
Security & Compliance	Ensures data protection with advanced encryption and backup, adhering to HIPAA standards.	Safeguards patient information, maintaining high standards of privacy and data security.
Software & API Integrations	Integrates with various third-party applications like Podium, RevenueWell, and Patterson Imaging.	Enhances functionality and connectivity, allowing for a more integrated and seamless practice management environment.
Special Features	Includes unique functionalities like Family Appointment and Track Arrival features.	Improves practice management by facilitating family scheduling and tracking patient appointment dynamics.
Pricing Plans	N/A	N/A

An Overview of EagleSoft’s Core Features

EagleSoft’s desktop-based dental practice management software provides an all-in-one solution for dental practices to effectively and efficiently manage their patient records, appointments, billings and more. This section will discuss EagleSoft’s key features in detail. 

Appointment Scheduling

EagleSoft simplifies the appointment management process by making it easier to book, adjust, and view patient schedules. Some of EagleSoft’s appointment scheduling features include: 

• IntelliCare Reminders: Enables practices to set up timely reminders for patient care and record updates, and use icons to flag important information on appointment records.
• Quick Fill: Helps dental practices efficiently handle appointment changes by listing deleted appointments, those added from Quick Fill, or those needing rescheduling sooner.
• Unscheduled Appointments: Schedule appointments for ongoing treatments or comprehensive treatment plans, even if they are not yet booked.
• Appointment Queue: Allows dental practices to create and manage a queue for appointments moved from previous locations, including both family and unscheduled appointments.

Patient Records Management 

EagleSoft’s patient management system delivers a powerful solution for managing patient records. With EagleSoft’s customized health history forms, dental practices can easily create tailored health history forms which patients can fill out and digitally sign directly within their records. 

The Smart Clinical Notes feature further simplifies the documentation process by providing easy-to-use, standardized templates.  This ensures that notes are consistently detailed and reduces the chance of errors, making patient information more organized and readily accessible.

Moreover, EagleSoft also integrates patient portals. This gives patients the opportunity to access their health records, appointment information, and treatment plans online.

Dental Charting

With EagleSoft’s dental charting features, dental professionals can easily track and review a patient’s progress. EagleSoft’s dental PMS allows for complete and customizable dental charting, integrating patient radiographs and intraoral photos directly into the chart for easy reference.

Dentists can conveniently mark missing, impacted, or teeth treated with various procedures like sealants, fillings, crowns and implants. The chart features standardized templates that streamline note-taking and provides a dropdown menu for documenting different conditions. 

The system also accommodates pediatric and mixed dentition cases by enabling swift adjustments between primary and permanent teeth, ensuring that patient records remain accurate and thorough.

EagleSoft’s dental practice management software’s integration with digital imaging software such as Sidexis and DEXIS facilitates a unified platform for acquiring, storing, and managing all types of dental images, including 3D enhancements and intraoral videos.

Treatment Planning

EagleSoft’s treatment planner enables dental professionals to create detailed treatment plans conveniently. Users can start by selecting the appropriate procedure codes and customizing the plan to fit the patient’s needs.  EagleSoft supports a range of treatments, from standard cleanings to intricate procedures, and enables the addition of notes and instructions.

After creating a plan, it can be processed and submitted for approval. EagleSoft generates detailed estimates with cost and insurance information and facilitates patient consent through electronic signatures. 

Moreover, the software tracks treatment progress, including completed procedures and upcoming appointments, helping users effectively manage and adjust patient care as needed.

Billing & Insurance Processing

EagleSoft’s billing and advanced insurance tools assist dental practices in managing and streamlining financial tasks. 

Automated account aging simplifies end-of-day processing and statement generation, while smart invoices allow for easy creation of invoices by highlighting specific transactions. 

For detailed payment and balance tracking as well as customizable statement generation, EagleSoft’s line item accounting does the job. It ensures timely and flexible patient billing, with statements dispatched based on your preferred schedule.

Meanwhile, EagleSoft’s sophisticated insurance processing features offer a robust solution for streamlining the dental insurance process. By creating detailed coverage books, the system helps accurately estimate insurance payments for various services. The integrated fee schedule and production tracking simplify the management of preferred providers and care plans. 

Bulk payments from insurance companies are seamlessly distributed across multiple accounts, thus reducing administrative overhead. Furthermore, the smart claims processing tool allows for rapid and efficient handling of insurance claims directly from your account ledger, accommodating both individual and group services.

Reporting & Analytics

EagleSoft’s centralized database helps dental practices manage patient records, streamline decision-making, and improve operational efficiency. 

SnapShot is one of EagleSoft’s standout features, it provides a concise view of your dental practice’s performance which enables users to quickly assess metrics and identify areas for improvement. Having reports readily available within the software eliminates the hassle of creating manual reports, which contributes to the decrease in administrative workload.

Additionally, the Month at a Glance feature’s user-friendly and direct interface provides a transparent overview of daily performance, allowing users to quickly identify trends and take proactive steps to resolve any emerging issues.

Security & Compliance

EagleSoft ensures the highest level of protection for patient data and strictly adheres to HIPAA standards. The dental PMS ensures that patient records are securely stored and managed in compliance with HIPAA regulations. Key features include advanced data encryption, strict access controls, and regular backups, safeguarding sensitive patient information from unauthorized access. 

Additionally, EagleSoft’s kiosk-style check-in process allows patients to conveniently complete their demographics, medical history, and HIPAA forms digitally, minimizing the need for staff involvement. 

Software & API Integrations

EagleSoft provides integration options to link with numerous third-party applications, allowing dental practices to integrate with EHR systems, billing software, and patient communication tools for a more cohesive and efficient practice management experience. Here are some of EagleSoft’s notable integrations:

• Podium: Enhances patient communication by integrating text messaging, which allows practices to send appointment reminders, gather feedback, and manage patient interactions directly from EagleSoft, improving efficiency and patient satisfaction.
• RevenueWell: Offers automation for patient engagement and marketing, including appointment confirmations and promotional outreach, increasing practice visibility and patient loyalty.
• Dolphin Imaging & Management Solutions: Integrates with EagleSoft for advanced imaging management, providing easy access to diagnostic images and treatment planning tools for more effective clinical outcomes.
• Review Wave: Manages patient reviews and feedback directly within EagleSoft, improving your practice’s online reputation and simplifying the process of responding to patient comments.
• BirdEye: Integrates with EagleSoft to streamline the management of patient reviews and feedback, boosting your practice’s online reputation and making it easier to handle patient interactions and reviews.

Special Features

Aside from EagleSoft’s extensive features, they also offer special capabilities such as the family appointment feature, track arrival, and more. The following are a few of EagleSoft’s special capabilities and a brief overview of each: 

• Family Appointment: With this feature, you can efficiently book and manage appointments for all family members. It enables dental professionals to adjust appointments as needed, including providing the option to switch between different providers and appointment types. 
• Track Arrival: This feature meticulously monitors the entire patient experience by recording the duration of their wait time before their appointment begins. It also tracks how many minutes a patient is late, as well as the total time spent in the treatment chair.
• Productivity Goals: Designed to offer valuable performance insights, this feature allows practices to monitor and evaluate productivity by comparing the scheduled production amounts with the established goals for each provider. It also tracks the total production that was walked out or missed for the day.
• Visualizing Treatment Options: Dental practices can effectively showcase treatment options with EagleSoft’s intuitive presentation features, which include visual tools for displaying before-and-after images, illustrating the impacts of different treatments, and demonstrating potential results.

EagleSoft Pricing Plans

EagleSoft’s pricing plans are currently not displayed on their website. However, they do provide a free trial and give customized quotes. For more details on their prices, it’s recommended that you contact their customer support or get a quote through their website. 

Pros and Cons of EagleSoft’s PM Software

The pros and cons listed have been compiled from authoritative review sites such as Capterra, Software Advice, GetApp, and Software Radius. 

Pros of Using EagleSoft	Cons of Using EagleSoft
Customizability: Users can tailor the software to fit their specific needs, enhancing their ability to navigate and use the system effectively.	Prone to Crashes and Freezing: The software is reported to crash and freeze frequently, particularly during patient care, with a confusing ledger interface that complicates access to necessary functions.
Comprehensive Features: It provides a wide range of functionalities within a single system, including robust reporting and integration with external equipment like Patterson Imaging, enhancing overall practice management.	Compatibility Issues: There are frequent compatibility problems with Windows updates and other software, leading to disruptions and additional IT support needs.
Organizational Efficiency: EagleSoft helps practices stay organized by efficiently tracking patients and referrals and integrates well with other applications.	Integration Challenges: Problems with syncing EagleSoft with other software can cause computer freezes and disrupt workflows.
Customer Service: The software is supported by exceptional customer service, known for its fast responses and effective problem-solving, though Canadian support has been discontinued.	Application Navigation: Some applications are difficult to locate, though customizability can help alleviate this issue.

Conclusion

EagleSoft’s dental PMS is ideal for both small and large practices. It is especially great if you need a robust scheduling and billing feature. 

While EagleSoft offers significant advantages, it does face challenges with system compatibility and occasional performance issues, which could be a concern for practices requiring high reliability. However, the extensive customization options and detailed reporting capabilities balance these drawbacks, making it a potent tool for optimizing dental practice operations.

At Wisevu, we specialize in helping your dental practice leverage EagleSoft effectively, ensuring seamless integration and enhancing your digital workflows. Our services extend beyond integration, offering web development solutions tailored to dental practices, from custom website design to advanced API integrations that boost functionality and enrich the patient experience.