Using the Contact Expert

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:

You can also manually log contacts.

Example:

Logging contacts creates a history of your interaction with the following:

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:

 

Related Topics

Using the Contact Expert Window

Accessing the Contact Expert

Handling Contact Expert Tasks

Adding Contact Notes

Merging Contact Letters

Deleting Contact Lists

Creating TeamTalk Notes for Contacts

Scheduling Appointments from the Contact Expert

Handling Contact Expert Options