Office Expert Reports

The following tables describe the reports found under each tab of the Office Expert Setup window.

Office Expert Reports — Financial Tab

Report Name	Description	Actions	Options
Past Due Patient Accounts	Specifies the number of patients or the dollar amount of past due patient account receivables.	Print A/R Report Contact Expert	Number of Patients Amount Past Due - .01 minimum Age of Accounts
Past Due Insurance Accounts	Past Due Insurance Accounts Specifies the number of patients or the dollar amount of past due insurance account receivables.	Print A/R Report Contact Expert	Number of Patients Credit Amount - .01 minimum Age of Accounts
Patient Credit Balance Accounts	Specifies the number of patients or the dollar amount of credit balance patient accounts.	Print A/R Report Contact Expert	Number of Patients Credit Amount - .01 minimum Age of Accounts
Insurance Credit Balance Accounts	Specifies the number of patients or the dollar amount of credit balance insurance accounts.	Print A/R Report Contact Expert	Number of Patients Credit Amount - .01 minimum Age of Accounts
Statements Generated	Specifies the number of days that have passed since statements were generated.	Generate Statements
Apply Contract Charges	Specifies the number of days that have passed since contract charges were applied.	Apply Contract Charges
Apply Late Charges	Specifies the number of days that have passed since late charges were applied.	Apply Late Charges
Daysheet Closed	Specifies the number of days that have passed since a daysheet was closed.	Close Daysheet
Unposted Auto Payments	Specifies the number of days that have passed since the latest auto payments were posted.	Process Auto-Pay Auto-Pay Report (recommended)
Payment Promises Due	Specifies the number of days that have passed since one or more promised payments were due.	Collection Activity

Office Expert Reports — Insurance Claims Tab

Report Name	Description	Actions	Options
Continuation of TX Generated	Specifies the number of months that have passed since the continuation of treatment claims were generated.	Process Cont-of-Tx
Unprinted Paper Claims	Specifies the number of paper claims that have not been printed.	Print Claims
Unprocessed Electronic Claims	Specifies the number of electronic claims that have not been processed.	Process Claims
Electronic Claims Transmitted	Specifies the number of days since the latest electronic claims were transmitted.	Process Claims

Office Expert Reports — Patient/Treatment Tab

Report Name	Description	Actions	Options
Patients Due for Progress Review	Specifies the number of patients who are past their scheduled progress review date.	Prog Review Rpt Print Schedule	Select Status Today Only
Patients Past Est. Completion Date	Specifies the number of patients who are past their estimated completion date.	Pts Comp Rpt
Patients Near Completion w/Bal	Specifies the number of patients who have an existing balance and are a specified number of days prior to their estimated completion date.	Contact Expert	Select Status Today Only
Active Patients w/o Contract	Specifies the number of active patients who do not have a contract.	Contact Expert	Select Status
Treatment Futures Due	Specifies the number of days that have passed since one or more future treatment messages were due.	Bracket Tray Covers	Today Only

Office Expert Reports — Schedule Tab

Report Name	Description	Actions	Options
Patients w/o Appt or Recall	Specifies the number of patients who do not have appointments or recalls scheduled.	Pts w/o Appt or Recall Contact Expert	Exclude Status
Patients with Alpha Recall	Specifies the number of patients who have recalls of a specific type.	Recall List Contact Expert	Select Recall Types
Patients with Open Recall	Specifies the number of patients who have open recalls.	Recall List Contact Expert
No Show Report	Specifies the number of days since the earliest active schedule day on the schedule calendar. Run the No Show report for this day and for any other past days that are active on the calendar.	No Show Report
Scheduled Patients with Balance	Specifies the number of scheduled patients with balances.	Daily Collections	Number of Patients Amount Past Due - .01 Minimum Age of Account
Unscheduled Appointments	Specifies the number of appointments of a specific type that have not been filled for a range of future dates.	Available Appts	Create up to 50 reports

Office Expert Reports — Word Processing Tab

Report Name	Description	Actions	Options
Unprinted Letters	Specifies the number of letters that have not been printed.	Print Letters
Unconfirmed Letters	Specifies the number of letters that have been printed, but not confirmed.	Confirm Letters

If your office has not purchased the following additional modules and electronic services, you cannot take action on the reports that correspond to these functions:
OrthoTrac collections module
OrthoTrac Electronic Claim Service