LocalMed: Sending Treatment Plans to New Patients Scheduled in LocalMed

Resolve the internal Eaglesoft error that appears when attempting to send a treatment plan to a new patient that has scheduled via LocalMed

Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

In Eaglesoft, you must assign a preferred provider to a new patient that has scheduled an appointment in LocalMed prior to sending out a treatment plan.

If the new patient has scheduled in LocalMed but does not have a preferred provider selected in Eaglesoft, the following error will appear when attempting to send the patient a treatment plan:

To resolve this error, please be sure to select a preferred dentist in the Patient Preferences within Eaglesoft:

If this does not resolve the error, please contact our support team for assistance.

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