Using the Experts > Using Office Expert

Defining Appointment Status Items

Appointment Status items enable you to track information about appointments that have been deleted or marked as cancellations or no shows.

To define an appointment status 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 Status.

4. Click New. The Appointment Status Report window is displayed.

5. In the Include section, select one or more of these options: Cancellations, No Shows, Deletions.

6. In the Provider field, select an office location.

7. Select the Appt Date or Status Date option.

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

9. Click Ok.

Related Topics

Setting Office Expert Preferences

Defining Aged Receivables Expert Items

Defining Appointment Confirmation 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