With the Contact Expert, you can automate your office communications with patients, insurance companies, and referral sources. You can create and manage lists of contacts, such as a list of patients whose claims need to be resubmitted.
Using Office Expert, you can generate a daily report of important events that need your attention. For example, the Office Expert can produce a list of patients who have had outstanding balances for a specified period of time.
To access a Contact Expert or the Office Expert, select Experts. The Experts Menu is displayed. Select Contact Expert or Office Expert.