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Home > Getting Started > Toolkit Conversion

The Patterson Technology Center provides the opportunity for the practicing dentist to leverage the talent of local programmers for data conversion. This process can expedite the installation of a system, reduce the cost of a conversion, and increase the amount of data converted. The PTC provides the data file layouts or toolkit to aid in the success of these conversions. We are able to convert as much data as provided.

The process and investment are as follows:

  • Any local programmer can receive the toolkit documentation by providing their name, address, phone number, and the name of the client in which they are working. The local programmer should follow the layouts exactly to guarantee a successful conversion.
  • In addition to the toolkit information, they will receive a conversion team contact to insure an easy process.
  • An evaluation is required before training and conversion is scheduled.
  • Evaluation results will be provided to the rep, the client, and the local programmer.
  • The local programmer will be responsible for billing the client directly for the service they provide. Patterson will charge the client for services rendered on our end.
  • Patterson will take the text file format and convert into EagleSoft files for $540.

If you have any questions regarding this process, contact your Patterson Technology Representative.


Toolkit Conversions to Patterson EagleSoft Practice Managment

The purpose of this document is to detail the file layouts that are necessary for data conversions to Patterson EagleSoft.

  1. All files must adhere to the following file layout specifications.

If necessary, the patient information may be separated into two separate files: one for guarantors and the other for patients. Both files must conform to the Patient Information file structure.

  1. All files must be evaluated and approved by the EagleSoft Implementation Department before the final conversion can be scheduled.
  2. The file must be tab delimited. All files must be able to be opened by Microsoft Excel.
  3. If applicable, please indicate the type of media on which the files were backed up.
  4. Files may be sent via the Internet to conversions@pattersondental.com or to the Patterson Technology Center.
  5. Information that may be eligible for conversion:

  • Alerts
  • Benefits
  • Coverage book
  • Employer
  • Exploding Codes
  • Fee Schedules
  • Fees
  • Insurance Company
  • Other Referral Sources 
  • Patient
  • Patient Alerts
  • Planned Services
  • Referrals
  • Service Codes
  • Service History
  • Service Types
  • Staff/Provider
  • Transaction History

 

Download Toolkit Documentation

 

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