The office expert, letter expert, and contact expert features enable you to:
Automatically run reports
Merge patient information to a letter
Track contact information between you and your patients
Use the office expert to select:
Office communication items
Run times
After these items run, the results display in the Office Expert window.
Use the letter expert to:
Generate letters from a patient’s record to be printed later
Generate a group of letters to be printed later
Batch letters to be printed later
Use the contact expert to record details of any:
Attempted contacts
Successful contacts
The following information is displayed for each contact and can be used to quickly view details:
Patient
Transaction
Account
Guarantors
Appointment
Treatment plan
Claim
Creating Letter Expert Templates
Setting Letter Expert Preferences