Choosing Specific Responses to Events in the Automation Expert

When you use the Automation Expert to automate specific responses to particular events, the Select Response Type window is displayed. Select the appropriate response type from the list, and click OK. The related window is displayed.

Select one of the following responses:

Acquire image via TWAINAcquire image via TWAIN Select this option if you want to import an image from a TWAIN device, such as a scanner.
Add form to patientAdd form to patient Select this option if you want a form to be filled out and added to the patient record. The Select form for response pick list is displayed. You can select an existing form, edit an existing form, or define a new one to use.
Add note to patientAdd note to patient Select this option if you want to add a text message to the patient record. The Add note for response pick list is displayed. You can select existing notes, edit existing note templates, or define new notes to use.
Add procedure to chartAdd procedure to chart Select this option in the PracticeWorks charting module. You can link this response with a charting button, and it adds the ADA code to the patient’s clinical record, as an existing, proposed, or completed procedure.
Capture patient imageCapture patient image Select this option if you wish to obtain a patient image using supported imaging equipment.
Create documentCreate document Select this option if you want to print a document that you have created with the word processor built into the PracticeWorks software. These documents can be printed immediately, or queued up to print in batch form later.
Display a messageDisplay a message Select this option if you want a pop-up message box to appear, such as a message that prompts you to gather or give information.
Display appointment historyDisplay appointment history Select this option if you want to display a patient's appointment history at a time other than when it is normally displayed.
Display Family Info (phone inquiry)Display Family Info (phone inquiry) Select this option if you want to display a list of the patient’s family members, with some general information about them.
Display form (if present)Display form (if present) Select this option if you want to associate an existing form with the event.
Display form historyDisplay form history Select this option if you want to view all forms associated with a patient's record when this event occurs.
Display pre-medication message (if present)Display pre-medication message (if present) Select this option to show pre-medication messages for a patient. Many offices associate this reminder with the system event Check in appointment.
Display referred patient listDisplay referred patient list Select this option to display a list of patients that have been referred to your practice.
Family Recall Reminder (if necessary)Family Recall Reminder (if necessary) Select this option if you want to display the reminder at a time other than when it is normally displayed.
Run another applicationRun another application Select this option if you want a separate Windows application to run for the event.