Setting Up Practice Preferences > Setting Up Experts
The Office Expert tracks critical information about the business processes in your practice, such as patient files, accounts, and outstanding insurance claims.
To set up the Office Expert:
Select Tables > Practice > Practice Preferences > Experts.
Under Office Expert, select Run as a Background Process if you want to continue working while refreshing the Office Expert data. Selecting this option creates an additional connection to the database.
If you do not select this option, you are unable to use WinOMS until the data refreshing process is complete.
Select one of the following options from the drop-down list:
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
For each Office Expert Category item, set these options:
For each Office Expert Category item, select Process to generate this expert by default.
To edit the options and features of a particular item, select the item in the list and click Edit. For more information, see Editing and Deleting Office Expert Items.
Defining Appointment Confirmation Items
Defining Appointment Status Items
Defining Budget Planning Process Items
Defining Claim Submission Items
Defining Deleted Transaction Items
Defining Insurance Claim Queue Items