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EagleSoft - How to manage Continuing Care?
EagleSoft - How to manage Continuing Care?

How to manage your Continuing Care setup in Eaglesoft, so that Donna can keep your patients updated

Carmen Mick avatar
Written by Carmen Mick
Updated over 4 years ago

Here is a quick guide on ensuring that you properly set continuing care for patients in Eaglesoft.

 The Continuing Care settings will ensure that Donna sends out recalls to patients at intervals both before and after the Continuing Care next recommended appointment date.

1. Click on ‘Person’ near the top left of the Eaglesoft window

2. Enter in the patient name to search for their record and then click on the patient name to open

3. On the patient page to set the recall date or show the next recall date click on the Recall Date link

As part of the initial setup, CareCru has already set up which Continuing Care types will signify “hygiene” and which will signify “recall" exams. A date for a PROPHY for instance will usually set the “Due for Recall Exam” date. Whereas the date for PERIO or HYGIENE, will set the “Due for Hygiene” date. If you’d like to see the exact list of types that CareCru has mapped to Hygiene or Recall, simply reach out to our Customer Success team and they can provide it to you.

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