Using the Contact Experts

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:

 

Related Topics

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

Using the Lab Tracking Contact Expert

Callback Tracking