Using Experts > Using the Office Expert
To protect sensitive information, you can set office expert security permissions to specify which users can access office expert items.
You must enable the system security before you activate office expert security.
To set office expert security, locate the task in the table and select the correct system security.
|
Task |
Required Security Setting |
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View the Office Expert Summary |
Show Office Expert Summary |
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Access the Office Expert Setup window |
Access the Office Expert Setup |
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Specify which users can access each Office Expert Item |
Edit Which Users Can See What Experts |
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Generate the Overdue Accounts report |
Run the Account Aging Report |
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Generate the Credit Balances report |
Run the Account Aging Report |
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Generate the Statements To Print statement |
None |
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Generate the TP Accepted, Not Scheduled report |
Run the Treatment Plan Reports |
|
Generate the TP Not Accepted report |
Run the Treatment Plan Reports |
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Generate the Confirmation List report |
Run the Confirmation List Report |
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Generate the Yesterday's Login failures statement |
None |
|
Generate the Yesterday's Added Rx Count statement |
None |
|
Generate the Pending Lab Cases report |
Run the Lab Case report |
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Generate the Appointment List report |
Run the Appointment List report for a specified date range |
|
Generate the Tickler (Pending Appts) report |
Run the Tickler File report |
|
Generate the Short Call List report |
Run the Short Call List report |
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Generate the Recall (Last Exam) report |
Run the Recall (Last Exam) report |
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Generate the Missed Appointments report |
Run the Missed Appointments report |
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Generate the End of Day Call Backs report |
Run the End-of-Day Callback report |
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Generate the Outstanding Claims (Paper) report |
Run the Outstanding Insurance Claims By Company report |
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Generate the Outstanding Claims (Elec) report |
Run the Outstanding Insurance Claims By Company report |
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Generate the Outstanding Claims By Patient report |
Run the Outstanding Insurance Claims By Patient report |
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Generate the Unsubmitted Claims report |
Run the Unsubmitted Claims report |
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Generate the Account BP Missed Payments report |
Run the Account Missed Payments report |
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Generate the Outstanding Patient Referrals report |
Run the Outstanding Patient Referrals (Who's Due Back) report |
|
ePostings Notifications |
Show ePostings Notifications |