We all know OT has a lot of reports you can use to track your performance.....but, did you know you could create your own report? YES! On the main toolbar, you will see an icon that I refer to as "THE AIR CONDITIONER" ....it's a cylinder looking icon with a magnifying glass. That is your contact expert icon. When you open that up you are given all different types of criteria to build your own report. Try it today! Play around and see what different types of reports you can create!!
Just a quick reminder to everyone as well -- more detailed information on running Contact Expert reports is also available in the Knowledge Base section via the previous article OrthoTrac - Creating a Custom Report in the Contact Expert.
Phil Carter / OrthoTrac Escalations
There is also going to be a class regarding reports at our Global Oral Health Summit this year in Nashville, TN - Nov 7-9th. For more information about the Summit go to carestreamdental.com/globalsummit
The following online help topics include additional information on using Contact Experts in the CS OrthoTrac software:
The Contact Expert icon can be accessed from the main menu:
Have a great day!
Feel like you've been seeing a lot about the Contact Expert lately?
That's because it is a stellar tool, and we don't want you to miss out!
Contact Experts improve office communications with patients, responsible parties, insurance carriers, and referring doctors.
Contact Experts organize information for each contact task and enable you to view and access the information. Contact Experts also enable you to organize and process lists generated from Patient Tracking reports or from Office Expert items. You can send letters and cards, print labels, and print reports for everyone on the list or for specific people on the list.
For more information, check out OrthoTrac online help, or call a trainer today to purchase and schedule some one-on-one training!