To create a contact expert to generate a recall list:
Select Experts > Contact Experts.
Click New.
Select Recall.
Select the criteria to generate the list.
Click Ok.
To rename the contact expert, type the name in the Description field.
Click Ok.
To process the recall list using the expert you just created:
Select Experts > Contact Experts.
Select the list you just created.
Click Process.
To set Office Expert options:
Select Tables > Practice > Practice Preferences.
Click the Experts tab.
In the Office Expert section, select the Run as a Background Process option.
In the field to the right of the Run as a Background Process option, select:
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
In the list of Office Expert items, set these options:
Process
Description
Priority
Display Mode
Setting Contact Expert Preferences
Creating Lists with the Contact Expert
Editing and Deleting Contact Experts
Setting Office Expert Preferences
Defining Aged Receivables Expert Items
Defining Appointment Confirmation Items
Defining Appointment Status Items
Defining Claim Resubmission Items
Defining Deleted Transaction Items