Using the Experts > Using Office Expert
Office Expert lists are defined by the user on the Experts tab of the Practice Preference window. When Office Expert lists are defined, you have immediate access to information tailored to your needs.
To set the Office Expert options:
Select Tables > Practice > Practice Preferences. The Practice Data Entry window is displayed.
Click the Experts tab. The Experts window is displayed.
In the Office Expert section, if you want to continue working while the Office Expert database is refreshed, select the Run as a Background Process option.
In the field to the right of the Run as a Background Process option, select an option:
Remind the FIRST person that logs on in the morning to refresh the Office Expert data
Remind the LAST person that logs out in the afternoon to refresh the Office Expert data
Office Expert data will be manually refreshed—Click the Refresh button in the Office Expert Summary window to refresh the data.
In the list of Office Expert items, set these options:
Process—If Process is selected, the item is generated, and the results are accessible from the Office Expert window. If Process is not selected, the item is defined, but it is not generated.
Description—Write a description of the item.
Priority—Select a priority level: Note, Important, or Urgent. A note item has a blue icon; an important item has a yellow icon; an urgent item has a red icon.
Display Mode—Select how to display generated items. Grid displays a table; Narrative displays text.
Defining Aged Receivables Expert Items
Defining Appointment Confirmation Items
Defining Appointment Status Items
Defining Claim Resubmission Items
Defining Deleted Transaction Items
Defining Insurance Claim Queue Items