Identifying Exchangeable Elements

After you have connected to the PracticeWorks Expert Exchange, you can browse through the available elements. Each element represents a group or an individual element that can be exchanged, such as a user-defined form or an Automation Expert autolink. You can identify the type of item by the icon next to the node.

The following icons indicate available elements:

Expert Pack

Automation Expert AutoLink

Analysis Expert Spreadsheet

Contact Expert

User Defined Form

Document

Charting Note Template

Message to Display (Automation Expert Response)

When you select an item in the list, details of the item are displayed at the bottom of the window: Name, author, contact information, and description.