Viewing the Daily Report

The Office Expert report is generated automatically on the first workstation to open PracticeWorks each day. A pop-up message alerts you that the Office Expert has been prepared.

The report minimizes automatically. To see the report, maximize the screen, or if the report is closed, select Office Expert from the Experts menu. The Office Expert window is displayed.

The Office Expert window displays the following information about each item it retrieves:

Priority ColumnPriority Column This column indicates whether the item is Urgent, Important, or FYI. You can sort this column by clicking Priority at the top of the column. Doing so lists the urgent items first, the important items next, and the FYI items last.
Area ColumnArea Column This column displays the area to which the item generally relates. You can sort this column by clicking Area at the top of the column. For example, if you want to sort this column by items related to insurance, find an insurance entry, highlight it, and click Area.
Description ColumnDescription Column This is a condensed description of the problem that appears in more detail in the Condition text area of the window.
Condition SectionCondition Section This is a detailed description of the item highlighted in the Description area. For each condition, there is a corresponding entry in the Suggestion text area of the window.
Suggestion SectionSuggestion Section This is a detailed suggested action for the item that is highlighted in the list and described in the Condition section. If there are any date ranges or other parameters, they correspond with the information in the Condition section. To take action on the highlighted item, click Take action.