1. The Carestream Dental Institute currently does not have a recording on how to create a new contact expert.
You can find how to create a new contact expert by going to Help in PracticeWorks. Search for the following: Creating User Defined Contact Experts
Before you create a Contact Expert I recommend checking the PracticeWorks Expert Exchange and see if what you are wanting exist already. To access the Expert Exchange you will need to log in with a level 10 access.
Go to Experts> Practice Expert Exchange
To download an expert from the Expert Exchange, follow these steps:
2. Export to a A Comma Separated Values (CSV) file.
To learn how to export go to Help in PracticeWorks and search for Exporting Data.
When the Expert is created or downloaded there will be an option to Write to disk file.
This will save the file in the Document queue. Access by going to File > Print >Document queue.