When you process a Contact Expert list, you access the contents of the list to perform actions. Each Contact Expert list has a predefined set of actions.
These actions are available for all Contact Expert lists:
Open the Patient Workspace window.
Open the Ledger window.
Print labels and envelopes.
Merge a letter.
Open Contact Notes.
To process a Contact Expert list:
In the Contact Expert window, select a list.
Click Process, and the corresponding window is displayed.
To perform an action on multiple patients in a Contact Expert list:
In the Contact Expert window, double-click a list. The corresponding window is displayed.
In the Batch Action column, click the action icons next to each patient for whom the action is needed. Selected actions are marked with a red check mark.
Click Take Action. The selected actions are performed.