Using Contact Experts and Office Expert > Using Office Expert
Each day, OrthoTrac prompts the first staff member who logs in to run Office Expert. If the staff member selects Yes, the software updates the Office Expert information. If the staff member selects No, the software prompts the next person who logs in to run Office Expert. If the initial user clicks the Office Expert icon before anyone else logs in, he is prompted again.
To access Office Expert:
Click the Office Expert icon on the toolbar or select Functions > Office Expert from the menu bar. The Office Expert Suggestions window is displayed.
The Office Expert Suggestions window displays items sorted by priority in the following order: Urgent, Important, and FYI. Your security permissions in the software limit the number and types of reports you see.
Office Expert allows pass-through security access to all functions it displays. To prevent this, set a staff member’s Office Expert security permissions to No for all reports that provide access to functions you do not want him to access. See Using Staff Profiles for more information.
Select from the following options:
To view information about an item, click the item. Information about the report is displayed in the Condition field.
To change the order of items, click the Priority or Area headers. The default order is descending by priority.
To perform the action displayed in the Suggested Action field, select an item and click Action. The action can be either a menu option or a customized Contact Expert report.
Clicking the Action button indicates to Office Expert that the suggested action is performed. Even if you decide not to perform the recommended action, the current date and your name display in the Last Action section of the Office Experts Suggestions window.
To view a list of patients or responsible parties related to an item, click Detail. The Office Expert Detail: window is displayed.
A customized Contact Expert report can be saved for future use via the Action button, but you must set up the attributes you want to use each time you use the Detail function.
The Office Expert Detail window enables you to select further details about the accounts reported from the list at the bottom of the window.
This window contains the same features and functions as the Search Results window for Contact Experts, except that the Restart and Save features are not available. See Using Search Results for more information.
To print a summary of all the reports available to you (according to your security permissions), click Print. The Print Office Expert window is displayed.
Select the type of items and the type of action you want to print on the report and click OK. The Office Expert Suggestions Print Options window is displayed. Click OK to print the report.