Setting Up the Office Expert

Defining Contact Note Items

Contact Note items enable you to create a follow-up list of collection calls, insurance delays, and other activities.

To define a Contact Note item:

1. On the Experts tab, select Contact Note in the Office Expert Category field.

2. Click New. The Contact Notes Report window is displayed.

• This window contains the Contact Expert Desc field, which is not available on the Contact Notes Report window.

3. In the Report Criteria section, select one of the following options:

4. Reminder DateA list of notes that have reminder dates within a specified date range

5. Note DateA list of notes within a specified date range

4. Click next to the From and To fields. The Date Selection window is displayed.

5. In the Type field, select a category from the drop-down list.

6. In the Patient Office field, select the office location from the drop-down list.

7. In the User field, select the person whose notes you want to generate.

• If you are on the Contact Notes Contact Expert window, in the Contact Expert Desc field, type a short description.

8. Click Ok to close the Contact Notes Report window.