Managing Patient Accounts > Using the Contact Experts

Selecting and Creating a New Contact Expert

From the Experts menu, select Contact Expert, and then one of the following options:

A criteria entry window displays for the Contact Expert you select. Use the options to select the criteria you want the Contact Expert to search. Then click OK to execute the search.

PracticeWorks displays a list of the items that match your criteria, and provides you with the information you need about the patient, insurance company, responsible parties, and so on. You can then choose the mode of communication you want to use for the contact. Click Actions to indicate whether the action you are performing applies to the entire list, or to a particular item.

 

Related Topics

Using the Contact Experts

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