Using the Experts > Using Office Expert

Defining Recall Items

Recall items enable you to generate a list of patients that you need to recall.

To define a recall 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 Recall.

  4. Click New. The Patient Recall Report window is displayed.

  1. In the Report Criteria section, set these options:

  2. Last Name and to—Enter the range of names to use when filtering patients.

  3. Recall Code—Select the recall code from the drop-down list.

  4. Patient Office—Select the office from the drop-down list.

  5. Patient Provider—Select the name of the provider or all providers from the drop-down list.

  1. Select one of these date options:

  2. Recall Date—If selected, enter dates for the recall in the From and To fields.

  3. Days Overdue—If selected, select the number of days in the More than . . . Overdue field.

  1. 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 Credit Balance Items

Defining Deleted Transaction Items

Defining Insurance Claim Queue Items

Defining Statement Items

Displaying Office Expert

Working with the Results of Office Expert

Using Contact Experts