Setting Up Practice Preferences > Setting Up Experts

Setting Up the Office Expert

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:

1. Select Tables > Practice > Practice Preferences > Experts.

2. 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. 
    

3. If you do not select this option, you are unable to use WinOMS until the data refreshing process is complete.

3. 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 dataRemind the FIRST person that logs on in the morning to refresh the Office Expert dataThe software prompts the first person to log in to refresh the Office Expert data.

• Remind the LAST person that logs out in the afternoon to refresh the Office Expert dataRemind the LAST person that logs out in the afternoon to refresh the Office Expert dataThe software prompts the last person to log out to refresh the Office Expert data.

• Office Expert Data will be manually refreshedOffice Expert Data will be manually refreshedClick the Refresh button in the Office Expert Summary window to refresh Office Expert data.

4. For each Office Expert Category item, set these options:

• ProcessProcessIf selected, the Office Expert item is generated, and the results are accessible from the Office Expert window. If not selected, the item is defined; however, it is not generated when other Office Expert items are generated.

• DescriptionDescriptionYou can create a description to detail the content of the Office Expert item.

• PriorityPriorityThe following priority levels can be assigned for an Office Expert item: Note, Important, and Urgent.
  
  The following icon colors are displayed: Note - blue icon, Important - yellow icon, Urgent - red icon.

• Display ModeDisplay ModeThis option determines how the generated results are displayed. Grid displays the results in a table; Narrative displays the results in text form.

5. For each Office Expert Category item, select Process to generate this expert by default.

6. 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.

Related Topics

Refreshing Office Expert

Editing Office Expert Items

Defining Aged Receivables

Defining Appointment Confirmation Items

Defining Appointment Status Items

Defining Budget Planning Process Items

Defining Claim Submission Items

Defining Contact Note Items

Defining Credit Balance Items

Defining Deleted Transaction Items

Defining Insurance Claim Queue Items

Defining Mail Merge Queue Items

Defining Recall Items

Defining Refund Check Items

Defining Statement Items

Defining Unapplied Payment/Adjustment Items