Works with Eaglesoft
Your Eaglesoft reports already show what was diagnosed and never booked. Here’s where to find it, and how Codent works the list for you.
Free, no obligation · BAA signed before we touch any data · Trusted by 120+ dental offices
Integration difficulty
Involved
Time to live
Within a day
To install
Small remote access tool
Your time
About 15 minutes
Use the Treatment Plans Master report under Tx/Rx/Lab. Anyone with reporting access can run it, usually the office manager or treatment coordinator.
Reports › Tx/Rx/Lab › Treatment Plans Master
From the Eaglesoft main screen, open Reports and go to the Tx/Rx/Lab section.
Select Treatment Plans Master, or Detailed Treatment Plans to split by provider.
Set the date range to the last 24 months. Include Proposed and Accepted plans, and leave out scheduled and completed treatment if your version offers it.
Run the report and note the grand total and the number of patients.
Activities › Money Finder lets you search patients with unscheduled treatment and filter by procedure or remaining benefits.
Too high
Unpresented plans count
Proposed plans that were never presented sit alongside Accepted ones in the total.
Too high
Booked work can stay in
Depending on your version, scheduled or completed items stay in the total unless you filter them out.
Stale
Inactive patients stay listed
Plans for patients who moved or went inactive never drop off.
We read
Treatment plans
Appointment history
Patient contact details
Not today: document center files, including insurance estimates
We write
Appointments, added to your Eaglesoft schedule
Your reminder tools, like Weave, pick them up as normal
You stay in control
See every message we send
Review patients before anyone is contacted
Nothing goes out until you approve a launch
Multiple locations? Your report can break out each office.
Eaglesoft runs on your office server, so setup takes one small install.
What gets installed
A small remote access tool on the computer or server that runs Eaglesoft, plus that machine’s Windows login and an Eaglesoft login.
Agreement
Codent signs a Business Associate Agreement (BAA) before any data is accessed.
Access
Full read access to your practice software. Partial or read-only pulls aren’t supported.
Time on your side
About 15 minutes for your IT team.
Patient outreach
Nothing is sent to patients until you review the report and approve a launch.
Practices already recovering revenue
$69,590 recovered
“What I like about Codent is that it gives us another layer of consistent follow-up without putting more work on our team.”
Dr. Kipp Klein, Owner
Highland Dental Clinic, Liberty, MO
$50,000+ in documented revenue
“To date, there is a documented $50,000 in revenue added…”
Dr. Adrian Cummins, Owner
Cummins Dental, Silver Spring, MD
$27,205 booked
“I can’t hire a part-time employee for what we pay Codent.”
Christa Byrd, C.D.P.M., Office Manager
Hayslip Center for Family and Cosmetic Dentistry, Warner Robins, GA
We’re switching practice management software soon. Should we wait?
No. We can connect your current system now and reconnect when you move, so your report and follow-up don’t pause.
Do you work with Weave, Vyne or our reminder system?
Yes. Codent works the unscheduled treatment list your reminder tools don’t touch, and books into Eaglesoft, so your other tools see the appointments as normal.
Can Codent see insurance estimates stored in Eaglesoft’s document center?
Not today. Codent works from treatment plans, appointments and patient history.
Who on my team should pull the report?
Anyone with reporting access, usually the office manager or treatment coordinator.
Connect Eaglesoft and we’ll build your free Missed Revenue Report: total unscheduled treatment, which patients to call first, and how our U.S.-based treatment coordinators would follow up and book them. Most Eaglesoft offices are connected within a day.
Can't find the answer you're looking for? Get in touch at hello@codent.ai
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