The office expert assists you in identifying and performing
daily tasks by displaying a user-specific list of important activities
and daily issues, and provides quick access to the tools you need to complete
each task.
When you log in:
You can access the contact expert:
The Office Expert Setup window:
The description and prompts associated with each office expert item are:
Item |
Description |
Prompt |
Overdue Accounts |
Runs the Account Aging report. |
The Account Aging Report Setup window is displayed. |
Credit Balances |
Runs the Account Aging report. |
The Account Aging Report Setup window is displayed. |
Statements To Print |
Generates a list of statements to be printed. |
There are no prompts associated with this item. |
TP Accepted, Not Scheduled |
Runs the Treatment Plan report. |
The Treatment Plan Detailed Report Setup window is displayed. |
TP Diagnosed |
Runs the Treatment Plan report. |
The Treatment Plan Detailed Report Setup window is displayed. |
Confirmation List |
Runs the Confirmation List report. |
The Confirmation List Report Setup window is displayed. |
Yesterday's Login Failures |
Generates a list of failed logins for the previous day. |
There are no prompts associated with this item. |
Yesterday's Added Rx Count |
Generates a list of prescriptions that were added the previous day. |
There are no prompts associated with this item. |
Pending Lab Cases |
Runs the Lab Case report. |
The Lab Case Report Setup window is displayed. |
Appointment List |
Runs the Appointment List report for a specified date range. |
The Appointment List Report Setup window is displayed. |
Pending Appts |
Runs the Pending Appt List report. |
The Pending Appointment Report Setup window is displayed. |
Short Call List |
Runs the Short Call List report. |
The Short Call Report Setup window is displayed. |
Recare (Last Exam) |
Runs the Recare (Last Exam) report. |
The Recare Report Setup window is displayed. |
Failed Appointments |
Runs the Failed Appointments report. |
The Failed Appointments Report Setup window is displayed. |
End of Day Call Backs |
Runs the End-of Day Callback report. |
The Report Setup window is displayed. |
Outstanding Claims (Paper) |
Runs the Outstanding Claims By Company report. |
The Outstanding Insurance Claims By Company window is displayed. The Include regular claims and Include regular pre-authorization claims options are selected. |
Outstanding Claims (Electronic) |
Runs the Outstanding Claims By Company report. |
The Outstanding Insurance Claims By Company window is displayed. |
Outstanding Claims By Patient |
Runs the Outstanding Claims By Patient report. |
The Outstanding Insurance Claims By Patient Report Setup window is displayed. |
Unsubmitted Claims |
Runs the Unsubmitted Claims report. |
The Unsubmitted Insurance Report Setup window is displayed. |
Account BP Missed Payments |
Runs the Account Missed Payments report. |
The Account Budget Plan Missed Payment Report window is displayed. |
Outstanding Patient Referrals |
Runs the Outstanding Patient Referrals (Who's Due Back) report. |
The Outstanding Referrals List Setup window is displayed. |
ePostings Notifications |
Generates a list of ePostings payment notifications. |
There are no prompts associated with this item.
|
Amazing Charts Errors |
Displays a list of Amazing Charts errors. |
There are no prompts associated with this item. |
Understanding the SoftDent Task Manager
Setting Office Expert Security
Setting Up Office Expert Items