Using the Experts > Using Contact Experts
When you process a Contact Expert list, you set up criteria for actions to be performed. These actions are available for all Contact Expert lists:
Open the Patient Activity window.
Open the Ledger window.
Print labels and envelopes.
Merge a letter.
Open Contact Notes.
To process a Contact Expert list:
Select Experts > Contact Experts. The Contact Expert window is displayed.
Select a Contact Expert list.
Click Process, and the corresponding window is displayed.
To perform an action on multiple patients in a list:
In the Contact Expert window, double-click a Contact Expert list. The corresponding window is displayed.
In the Batch Actions column, click the action icons next to each patient for whom the action is needed. The actions you select are indicated with a red checkmark.
Click Take Action.
Setting Contact Expert Preferences