Using the Experts > Using Office Expert

Defining Appointment Confirmation Items

To define an appointment confirmation item:

1. Select Tables > Practice > Practice Preferences. The Practice Data Entry window is displayed.

2. Select the Experts tab. The Experts window is displayed.

3. In the Office Expert Category field, select Appointment Confirmation.

4. Click New. The Appointment Confirmation window is displayed.

5. In the Office field, select an office from the drop-down list.

6. In the Date field, click the ellipsis button. The Date Selection window is displayed. Select a range of dates to use and click Ok.

7. Click Ok.

Related Topics

Setting Office Expert Preferences

Defining Aged Receivables Expert Items

Defining Appointment Status Items

Defining Claim Resubmission Items

Defining Contact Notes

Defining Credit Balance Items

Defining Deleted Transaction Items

Defining Insurance Claim Queue Items

Defining Recall Items

Defining Statement Items

Displaying Office Expert

Working with the Results of Office Expert

Using Contact Experts