Using the Pending Page Contact Expert

The Pending Page Contact Expert is similar to the Appointment Confirm/Review Contact Expert, but it has specific uses.

The most common uses for the Pending Page Contact Expert are to:

Generate a list of appointments from the Pending Page that fill a specific length or appointment type. You might do this if you have appointment cancellations and need to fill those particular time slots with similar appointments.
Generate a list of Pending Page appointments that fill a specific production value. This is helpful if you have empty time slots that you need to fill in order to keep up with your production goals.
Contact the patients to schedule the appointments.

The Pending Page Contact Expert is a central location for working with pending appointments. The patient list is displayed at the top, along with information for the selected patient. A number of buttons link to other features in the software, so you can view and update the information if necessary.

To launch the Pending Page Contact Expert:

From the Experts menu, select Contact Expert > Pending page. If you have generated a previous expert, the Pending Page List Already Exists window is displayed.
Click Generate new Contact Expert. The Pending Page Contact Expert Criteria window is displayed.
Select the appropriate option for each of the following fields:

Producer
Primary doctor
Treatment classes to include
Appointment types to include
Show ONLY "sooner if possible" appointments
Include inactive patients
Appointment length between
Production value between

Click OK to generate the expert. The Pending Page Contact Expert window is displayed.
Reschedule or remove pending appointments, or view and update information as needed.
To print this contact expert, click Print report. The Document Configuration window is displayed.
Use this window to select a printer, Print to Printer, Print Preview, or select Advanced to configure and save printing options for this report.