Use the contact expert to automate communications to and from your practice, and generate and manage lists of contacts, such as a list of patients whose claims must be resubmitted to insurance carriers.
A contact is automatically logged each time you:
Add a patient to a merge file
Generate a patient quick letter
You can also manually log contacts.
Logging contacts creates a history of your interaction with the following:
Patients
Account guarantors
Providers
Insurance companies
Insurance plans
Referring doctors
Employers
Pharmacies
Contacts remain in the system until you delete them.
You can access the contact expert directly from an office expert item. After running the item, you can send the output to the contact expert. The contact list and contact-specific information are then displayed in the Contact Expert window.
The following reports can be generated as contact experts:
Account Aging report
Account reports
Appointment List
Budget Plan reports (Account and Patient)
Confirmation List
Employer reports (Alphabetical and ID)
End of Day Callback report
Insurance Company reports (Alphabetical and ID)
Insurance Plan reports (Alphabetical and ID)
Schools (Alphabetical and ID)
Other Facilities (Alphabetical and ID)
Lab Case report
Missed Appointments report
Missed Budget Plan Payment report
No Response Contacts List
Outstanding Referrals report
Patient reports
Provider reports (Alphabetical and ID)
Recall report
Provider reports by ID and name
Referring Dr. reports by ID and name
Short Call List
Tickler File report
Treatment Plan Details report
User-Defined Recall report
Office Expert Items
Using the Contact Expert Window
Creating TeamTalk Notes for Contacts