Using the Experts > Using Office Expert

Defining Statement Items

To define a statement 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 Statements.

4. Click New. The Batch Billing Statements is displayed.

5. In the Selection Criteria section, select the criteria.

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 Credit Balance Items

Defining Deleted Transaction Items

Defining Insurance Claim Queue Items

Defining Recall Items

Displaying Office Expert

Working with the Results of Office Expert

Using Contact Experts