Experts are components that perform certain functions automatically. Select the Experts menu, and you have access to the following experts:
Answer Expert—Accesses the Help system.
PracticeWorks Expert Exchange—Tool that enables you to download experts created by others.
Analysis Expert—Enables you to display data in a spreadsheet.
Automation Expert—An event-driven process that enables you to incorporate your business rules into the software. You can customize the program so that documents are printed, other programs are run, important reminders are displayed, and so on.
Example: You might have a rule that if no payment has been made on a patient’s account in 60 days, payment arrangements must be made when that patient checks in. You can use the Automation Expert to verify at check-in whether a patient meets the criteria for such a rule. If so, a message is displayed stating that payment arrangements must be made.