We’re so excited you’ve chosen RevenueWell’s Marketing Platform to transform your practice operations and patient engagement! As you get familiar with the platform, it’s essential to understand how RevenueWell interacts with your practice management system, Eaglesoft. This is your guide for navigating your brand-new Marketing Platform with an Eaglesoft integration.
First things first, verify which version of Eaglesoft your practice currently uses. Some integration features will behave differently depending on the version you’re using.
If you're unsure which version of Eaglesoft you have, check in the system under Help > About Eaglesoft.
- RevenueWell is compatible with Eaglesoft versions 16 and higher with enhanced functionality available for versions 18 and higher. Syncs with Eaglesoft take place every 2 minutes to ensure you’re always getting the most up-to-date patient information directly in Marketing Platform.
- Since patient care is your top priority, we’ve designed RevenueWell to grab essential information from Eaglesoft to keep your patient visits efficient and informed. It's important to keep accurate data and records in Eaglesoft so patient care information can be properly synced to Marketing Platform.
These items are visible in RevenueWell through the integration:
- Patient contact information
- Appointment history
- Treatment Plans
- Patient balances for the past 30, 60, and 90 days
- Pre-med requirements
- Custom codes, or non-ADA codes
- Details of the Eaglesoft schedule, including time blocks, can be read by RevenueWell. Your Eaglesoft schedule will show in Scheduler and will include patient names, appointment details, contact information, and associated providers. However, editing appointments in Scheduler doesn’t always relay back to the Eaglesoft schedule. RevenueWell’s ability to send appointment information back to Eaglesoft depends on which version of the system you have.
- If you have Eaglesoft v. 16-17, approve appointments in RevenueWell then manually enter them into Eaglesoft to keep accurate records in both systems.
- If you have Eaglesoft v. 18+, approved appointments will automatically update in your Eaglesoft schedule with every sync.
Make sure to review your new appointment requests daily and verify the RevenueWell schedule matches the one in Eaglesoft.
Marketing Platform comes with an automatic campaign for Appointment Confirmations and Reminders. Once activated, this campaign will automatically send reminder messages to patients based on your schedule in Eaglesoft. Edit the number and frequency of reminders as well as the reminder messages in Campaigns. - Patient Profiles in RevenueWell will be updated to match patient records in Eaglesoft. If a new patient schedules an appointment but doesn’t yet have a patient record in Eaglesoft, RevenueWell treats them as a ‘temporary patient’ and will not send the patient any new patient communication, like Welcome Packets. Once a patient has a record in Eaglesoft, RevenueWell will recognize them as regular patients and send them Welcome Packets and any other relevant messages.
To prevent any communication delays, make sure every new patient gets set up as a patient in Eaglesoft as soon as possible. - Patient information from Eaglesoft allows for two-way email and text communication in Marketing Platform. When you enable Automatic Campaigns, RevenueWell will read patient data in Eaglesoft and send out automated messages to patients based on triggers.
Activate these Automatic Campaigns powered by Eaglesoft data:
- Birthday Cards: Send patients a birthday greeting on their special day
- Welcome Packets: Create a smooth experience for new patients by sending forms before the first visit
- Post-Op Instructions: Follow up important procedures with detailed care instructions
- Email Address Request: Reminds patients through text to share a valid email address with your practice
- Expiring Insurance Benefits Reminder: Alerts patients that benefits are expiring and should be used soon
- Patient Reactivation: Encourage patients who haven’t visited your practice in 9+ months to book an appointment
- Patient Recall: Reminds patients when they are due for their next hygiene appointment
- Review & Survey Request: Reaches out to patients to gather feedback on their experience
- Treatment Plan Follow-Up: Reminds patients to schedule any unaccepted treatment recommendations
Note: Patient filters between Eaglesoft and RevenueWell are not exactly the same. You may notice slight variations in patient lists pulled from one system or the other, but this is just due to differences in filter criteria. - Reporting data is pulled from Eaglesoft and tracked in RevenueWell to provide you with accurate and on-time reporting on patient engagement, scheduling trends, and campaign performances. Even more, you can see data on your practice production and identify areas of success or improvement. Find this data on the homepage, in Campaigns, or within Insights!
- Forms integrates with Eaglesoft so you can streamline patient intake and management with digital forms. Not only are online forms convenient for patients but with Eaglesoft, certain information is relayed back to the system and updated for you:
- If you have Eaglesoft v.16-17, forms data won’t be sent back to Eaglesoft.
- If you have Eaglesoft v. 18+, Patient Info and Health History forms data will be updated in Eaglesoft. Insurance, HIPAA Consent, and Custom forms will be added to your system as PDFs in SmartDocs.
- The Insurance Verification tool is directly compatible with Eaglesoft. Patient insurance information is pulled from Eaglesoft and run through our verification system so you can check insurance coverage directly from the Appointment List or the Patient Profile.
If you want verification PDFs sent back to Eaglesoft after running a patient verification, just enable this feature in your Insurance Verification settings. During this process, you will be asked to designate a PMS User and PMS Location for the verifications.