Learn Time:3 Minute, 7 Second
As 2025 involves a detailed, it’s the right time to wrap up your end-of-year duties in Eaglesoft and set your follow up for achievement in 2026. By checking off these key steps, you’ll guarantee easy operations and begin the brand new 12 months with confidence. Right here’s your fast information to ending sturdy:
Step 1: Evaluate the Finish of 12 months Processing Information
Our Finish of 12 months processing information offers an summary of useful sources, the right way to automate Finish of 12 months processing, and Patterson Know-how Heart vacation hours.
Step 2: Watch A Video On The right way to Course of Your Finish of 12 months in Eaglesoft
Watch a step-by-step video ready by our licensed Patterson Software program Trainers that will help you put together your software program for a easy transition.
Step 3: Obtain Your New 12 months Decision Guidelines
Keep organized with our guidelines, which incorporates hyperlinks to detailed directions and useful movies for every job. Obtain the guidelines and begin planning at this time!
Obtain my New 12 months Decision guidelines
Step 4: Get Solutions to Widespread Questions
- Query: I’m hoping to get a jumpstart on Finish of 12 months actions. How do I do know if I’ve completed every part to organize for a profitable Finish of 12 months course of for my follow?
- There are a couple of gadgets to get your system prepared. Begin by confirming your SmartDoc preferences and guaranteeing your SmartDoc Printer is functioning correctly. Moreover, we advocate cleansing up your software program by eradicating inactive suppliers and adjusting enterprise hours.
- Earlier than I course of my Finish of 12 months, what steps do I would like to soak up Eaglesoft to make sure that my Finish of 12 months stories save to SmartDoc?
- You need to have your SmartDoc preferences set as much as mechanically save your Finish of 12 months stories. See how in Reply 2014.
- Previous to processing Finish of 12 months for my follow, what do I have to do for end-of-day or end-of-month to make sure that my financials are correct?
- Total, it’s vital to make sure that each your end-of-day and end-of-month processing are up-to-date previous to processing your Finish of 12 months. See how to do that in Reply 39954.
- Annually, our follow considers rising our service charges in addition to updating our CDT codes. Is there a course of we must always comply with to finish this job?
- You may select to replace particular person charges or all charges and replace your system to incorporate the brand new CDT codes. See the right way to replace service charges in Answer10986.
- Presently of 12 months, our workplace is trying to replace our hours of operation for the brand new 12 months. What sources do it’s a must to assist us with this course of?
- There’s a lot to think about when updating your follow hours and we advocate referencing Reply 27451. You will discover quick movies that can stroll you thru every situation your workplace could encounter with step-by-step directions.
- I’ve completed every part mandatory to organize my follow for the brand new 12 months. Do you could have a useful resource I can reference to make sure I don’t miss something?
- You may reference Reply 39957 for your complete Finish of 12 months course of and see Reply 39959 for extra Finish of 12 months course of data.
Why Making ready Your Apply for the New 12 months Issues
Processing your finish of 12 months can appear overwhelming. Our help staff on the Patterson Know-how Heart is dedicated to serving to Eaglesoft clients with this course of. Finishing your end-of-year course of isn’t only a job! It’s a chance to evaluate your follow’s efficiency and make knowledgeable selections for the 12 months forward.
In the event you want additional steering on finishing your finish of 12 months duties, contact our Assist Staff through dwell chat, e-mail ptc.help@pattersoncompanies.com, or name 800.475.5036.
