Using Contact Experts and Office Expert > Using Contact Experts > Creating Contact Experts

Patient Lists

To create a Contact Expert report using patient fields:

1. Click the Contact Experts icon or select Functions > Contact Experts from the menu bar.

2. In the List of field, select Patients.

3. In the Sorted by field, select the sort option from the fields at the bottom of the window and the order in which to display the list.

4. You can sort only by fields that correspond to the type of list you are creating; for example, lists of patients can be sorted by patient or communications fields.

4. In the Search for fields, select Patient Fields, Communications Questions, or Responsible Party Fields.

Click the Where field, select a field option from the list at the bottom of the window, and select the conditions or criteria to apply to the search. 

ExampleTo create a list of patients with medical alerts who have appointments on a specific date, click the Where field and select Pt Appt Date from the field options at the bottom of the window. In the drop-down list in the Where field, select is equal to and press Enter. In the equals field, type the date in mmddyy format (you can also double-click in the field to display a calendar and select the date). Press Enter.

Click the Where field and select Pt Med Alert from the field options at the bottom of the window. In the drop-down list in the Where field, select is equal to and press
Enter. In the equals field, type * (a wildcard character that finds all patients who have anything entered in their Medical Alert field) and press Enter. Click Search.

• To change a search option, select it and click a new field in the list, or change the criteria you selected for that option. You can select up to eight fields. To delete a search option, select it and press Delete.

5. To save the search options, click Save and type a name for the saved search. Click OK.

6. To delete a saved search, click Load and in the Load Attribute Set field, select the saved options and click Delete.

6. Click Search. The search results are displayed in a list.

Related Topics

Creating Contact Experts

Responsible Party Fields

Communications Questions