Using Additional Modules, Products, and Services > Additional Modules > Introducing the PEARL Module > Using the PEARL Module

Viewing the Office Expert

Like the Office Expert in OrthoTrac, the Office Expert in the PEARL module displays a summary of items requiring attention, such as financial data, treatment information, scheduling summaries, word processing, and insurance claim status. These items are categorized by urgency and area. Select an item to view additional information.

You can configure the Office Expert to display information pertaining to the following functions:

• Financial

  • Past due patient accounts

  • Past due insurance accounts

  • Patient credit balance accounts

  • Insurance credit balance accounts

  • Statements generated

  • Apply contract charges

  • Apply late charges

  • Daysheet closed

  • Unposted auto payments

  • Payment promises due

• Insurance claims

  • Continuation of treatment generated

  • Unprinted paper claims

  • Unprocessed electronic claims

  • Electronic claims transmitted

• Patient/Treatment

  • Patients due for progress review

  • Patients past estimated completion date

  • Patients near completion with a balance

  • Active patients without a contract

• Schedule

  • Patients without appointment or recall

  • Patients with alpha recall

  • Patients with open recall

  • No show report

  • Scheduled patients with balance

  • Unscheduled appointments, such as debands, bandings, new patients, exams, and records

• Word processing

  • Unprinted letters

  • Unconfirmed letters

To access the Office Expert:

1. From the mobile menu, select Office Expert. The Office Expert Summary window is displayed.

2. To view detailed information on any item listed in the summary, select the item. The Expert Detail is displayed.

3. The bottom panel of the Expert Detail window indicates whether action was taken on this item in the Office Expert.

3. To return to the Office Expert Summary, select Summary. The Office Expert Summary window is displayed.

4. To return to the mobile menu, select X.

5. The date on which the information was last updated is displayed at the bottom of the Office Expert Summary window.

To reorder the Office Expert Summary:

1. To change the list order to Area/Alphabetical, select the priority icon.

2. The priority icon is displayed to the left of an item in the Office Expert Summary to communicate urgency. For example, an exclamation point denotes high priority items, while a quote bubble indicates general information. For more information, see Office Expert Notifications.

2. To change the list order to Area/Reverse Alphabetical, select the priority icon a second time.

3. To change the list order to Priority Reverse with high priority items first, select the priority icon a third time.

4. To restore the list to its original order of priority with low priority items first, select the priority icon a fourth time.

Related Topics

Introducing the PEARL Module

Using the PEARL Module

Viewing Daily Monitors

Viewing the Schedule

Viewing the Call List

Viewing Referrals

Viewing Patients