Exercise 1—Use a contact expert.
You have received a lab case from Crowns R Us for Beryl Miner. Use the lab tracking contact expert to clear the lab case for Ms Miner and to see how many other lab cases have not yet been received.
To run the lab tracking contact expert:
Select Experts > Contact Expert > Lab Tracking. The expert runs and then displays the Lab Tracking Contact Expert report.
The report is sorted by the patient’s name. Select Beryl Miner, and click Lab Received.
To find the next appointment for which a lab case has not yet been received, click the Appt Time column header to sort the lab cases by appointment date. The next appointment for which the lab case has not been received is Michelle Jones.
Exercise 2—Run an expert.
You need to identify distributable credits. To run the undistributed payments expert:
Select Experts > Undistributed Payments Expert. The Undistributed Payments Expert Criteria window is displayed.
Select All Transactions and click OK. The Undistributed Payments Expert window is displayed.
To view credits posted to a specific producer, click the Prod column; to distribute payments based on the largest distributable amount, click the Distributable column.
To distribute a credit, click Distribute. The Payment Distribution window is displayed.