Hints and Tips for Using Office Expert

This section provides some tips for frequently encountered situations when using Office Expert.

The correct Contact Expert is not linked to the selected Office Expert report. Link the correct Contact Expert to the report using the instructions in Linking Contact Experts with Office Expert.

OR

The correct Contact Expert does not exist. Create the Contact Expert using the instructions in Creating Contact Experts, and then link the new Contact Expert to the report using the instructions in Linking Contact Experts with Office Expert.

Clicking the Action button indicates to Office Expert that the suggested action is performed.

The Details button does not track actions.

Any changes made to the data are reflected the next time you update Office Expert.

OR

Some reports enable you to select criteria which can differ from the criteria specified in the Office Expert Setup window. For example, some Office Expert reports are based on the number of patients, while other reports are based on the number of occurrences.

OR

The ranges specified for the Office Expert report are not consecutive. Open the Office Expert Setup window to ensure the ranges for each category are consecutive.

 

Related Topics

Using Contact Experts and Office Expert

Contact Experts and Office Expert -- Terminology and Concepts

Using Contact Experts

Using Office Expert

Linking Contact Experts with Office Expert