Using the Experts > Using Office Expert

Defining Credit Balance Items

Credit balance items enable you to access information about accounts with credit balances.

To define a credit balance 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 Credit Balance.

4. Click New. The Credit Balance Report window is displayed.

5. Set these options in the Report Criteria section:

6. Charge Cutoff Date—Excludes credit balances due to charges posted after a specified date.

7. Office—Name of an office location.

8. Provider—Name of a provider.

6. Click Ok.

Related Topics

Setting Office Expert Preferences

Defining Aged Receivables Expert Items

Defining Appointment Confirmation Items

Defining Appointment Status Items

Defining Claim Resubmission Items

Defining Contact Notes

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