Appointment Confirm/Review Contact Expert

There are many occasions when you need to track patient's appointment information. The Appointment Confirm/Review Contact Expert creates a list of patients whom you need to contact based on the criteria that you select. For example, you might want to contact patients for the following reasons:

To use the Appointment Confirm/Review Contact Expert to generate a list of patients who meet your criteria:

  1. Select Experts > Contact Expert > Appointment confirm/review. The Appointment List Already Exists window is displayed. 

  1. To use the last Contact Expert that you created, select Use existing Contact Expert.

  2. To create a new Contact Expert, select Generate new Contact Expert.  When you create a new Contact Expert, the Appt Confirm/Review Contact Expert Criteria window is displayed. 

  1. Select the options you want and click OK

A list of patients meeting the criteria is displayed at the top of the Appointment Contact Expert window. The columns can be sorted and searched by selecting one of the column headings. Highlight a patient's name to display detailed information in the bottom half of the window. 

The information in the middle of the window is related to the patient currently highlighted in the list. These buttons are at the bottom of the window:

 

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