Contact Experts enable you to automate your communications with patients, insurance companies and labs. Use Contact Experts to generate an up-to-date, on-screen list of people you need to contact regarding important events such as delinquent accounts, recall appointments, outstanding insurance claims, and so on.
After the Contact Expert generates a list to your specifications, it enables you to quickly do the following for all the people on the list, or for selected individuals:
Use the Auto Dialer to call
Send cards and letters
Print labels and reports
Add comments for further actions
Access forms, notes, and other information
Document communication efforts
Selecting and Creating a New Contact Expert
Using the Appointment Confirm/Review Contact Expert
Using the Pending Page Contact Expert
Using the Recall Contact Expert
Using the Delinquent Accounts Contact Expert
Using the Insurance Claims Contact Expert
Using the Unscheduled Treatment Plans Contact Expert
Creating User Defined Contact Experts