1. How to Use EagleSoft: a clinical dental software
Raquel Rico
EDTC 6323
09/25/2010

2. Select patient’s name
Go to the toolbar and select Patient’s tab.

3. Select patient’s name
Highlight patient’s name and click use.

4. Short Answer Questions
What tab do you click on to select the patient’s list?
How do you select your patient’s name?

5. Select Smart Doc
Go to the toolbar and select the Smart Doc tab.

6. Select Smart Doc
Fill out information for Notice of Privacy Act (HIPPA) requirements.

7. Select Smart Doc
Fill out patient’s Consent &
Agreement.

8. Select Smart Doc
Sign patient’s Bill
of Rights.

9. Short Answer Questions
Which forms need to be signed by the patient before continuing with patient treatment?
Show me how to save the HIPPA forms.

10. Select Medical History
Go to the toolbar and select Medical History tab.

11. Select Medical History
Add medications names, uses, and contraindications on dialogue box. If more space is needed, add them under comments (remember to review comments and add additional information as needed).
Have the instructor and the Dentist sign as witnesses for the medical history verification using the signature pad.
Save.

12. Short Answer Questions
Where do you click on to document any medical conditions and/or medications for the patient?
If you run out of room, where can you go to continue documentation?
Where does the dentist have to sign after review of the medical history to confirm approval for patient treatment?

13. Select Cinical Exam
Select Clinical Exam on Toolbar.

14. Select Cinical Exam Select each individual tab in the clinical exam.
Record any abnormal findings for each individual tab.
For any abnormal findings not found in the clinical tabs, record your findings in the comments dialogue box.

15. Select Clinical Exam
TMJ: include clicking, popping, and locking of the jaw.
Head & neck: include normal and abnormal findings.
Habits: include any and all patients’ habits.
Cancer screening: include all findings.
 Occlusion: Record patient’s occlusion. Use the “comments” section to document occlusion based on molar relationship (class I, II, III). For children, select “molar relation” tab. Select crossbite, midline deviation, overbite, and/or overjet tabs and document your findings.
Perio: record periodontal findings to determine periodontal status.
Save.

16. Select Clinical Exam- Perio

17. Select Clinical Exam-TMJ

18. Select Clinical Exam- Occlusion

19. Select Clinical Exam- Intra-oral Exam

20. Short Answer Questions
Where do you document any findings or/and conditions not listed under the named tabs in the Clinical Exam?

21. Select Perio Chart
Select the Perio Chart tab on the operatory page.

22. Select Perio Chart
Document all of your findings to include the depth of the perio pockets, furcation involvement, mobility, recession, bleeding, and exudate.
Save.

23. Example of a Perio Chart

24. Short Answer Questions
Where do you find the tabs to document furcation involvement? recession areas? mobility? and Bleeding?

25. Select Charting
Select the Chart tab on the operatory page.

26. Select Charting
Document all of your findings to include all of the existing restorative treatment and missing or impacted teeth.
Document all of the proposed treatment based on the patient’s needs.
Save

27. Short Answer Questions
Where will you find the tabs to click on and record all of the existing restorative treatment found on your patient?
Where will you find the tabs to click on and record all of your proposed treatment according to your patient’s needs?

28. Develop Treatment Plan
Select the Treatment Plan tab on the bottom of the page.

29. Develop Treatment Plan
Select the New Plan tab on the treatment plan page.
Place a check mark by each box of proposed treatment and name it “Dental Hygiene Plan”.

30. Select Treatment Plan
Select the Acquire New tab under informed consent on the treatment plan page.

31. Select Treatment Plan Select Auto Note and click on Treatment Plan.
Fill out treatment plan details.
Have the patient sign their treatment plan with the signature pad.
Have the instructor sign as a witness for the treatment plan with the signature pad.
Save.

32. Short Answer Questions
From what page will you access the treatment plan?
What tab do you need to click on to develop a new treatment plan for your patient?
What tab do you need to click on to provide a detailed comprehensive treatment plan for your patient?

33. Select Note History
Select Note History on toolbar.

34. Document Note History Select Auto Note tab.
Select Risk Assessment Auto Note, record your findings. Click OK.
Select Progress Notes Auto Note, record all findings and information gathered throughout the appointment.
Save.

35. Short Answer Questions
What tab do you click on to document all of your findings for the patient’s current appointment?
What tab do you click on to document the risk assessment findings for your patient?