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Main / PracticeWorks Experts Archive / Contact Experts

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  Account Balance with no Ins Claims  Popular
Description: Install the "LH Account Balance with No Claims" contact expert to enable management of accounts that have received statments but have not paid the balance off within a user specified date.
Version: 1.0
Filesize: 5.66 Kb
Added on: 30-Dec-2005
Downloads: 299
Category: PracticeWorks Experts Archive / Contact Experts
Homepage | Details
  Appointment Made on a Specified Day  Popular
Description: Contact Expert to give a list of every appointment that was made on a given day.
Version: 1.0
Filesize: 2.33 Kb
Added on: 23-Feb-2006
Downloads: 215
Category: PracticeWorks Experts Archive / Contact Experts
Homepage | Details
  Appointment-specific Contact Experts  Popular
Description: Several Contact Experts related to appointments:

-A CE showing all hygiene appointments for one day, showing last BWX, last pan/FMX, last prophy, last periodic exam, last comprehensive exam. To help prepare for the day. UPDATED 2/23/2004: Now also looks at the "Outside x-rays received" Form to get the absolute latest x-rays we have. UPDATED 10-11-2004: Now you are prompted to select a single hygienist, or get all appointments for all hygienists (which is the behavior up until now). UPDATED 3-15-2006: Added Hygiene Initials as the primary sort to the CE, and added patient's age to the Patient column.

-A CE listing all appointments for one day, w/ home and work #'s, and next Dr. and Hygiene appointments. To print and take home, to confirm at night, or to do follow-up calls from, or to see if appointments are being made for everyone. Can show all appointments, or only doctor, or only hygiene, appointments.

-A CE of any appointments in a date range that are outside normal working hours (pre-defined as 8:00 to 5:00, but you can edit to reflect YOUR hours).

Version: 12-17-2004
Filesize: 5.70 Kb
Added on: 15-Mar-2006
Downloads: 1061
Category: PracticeWorks Experts Archive / Contact Experts
Details
  Birthday Contact Experts and card  Popular
Description: Two Contact Experts for finding people with birthdays coming up, and a "generic" birthday postcard.

LH99 Birthdays for one week (everyone with a birthday in the week that begins two weeks in the future) (This is the one we suggest you use - it's consistent with sending Recall and Appt Reminder postcards every week, and works the same way.)


LH99 Birthdays for a date range (everyone with a birthday in a date range that you're prompted for each time you run it)


This is the download that corresponds with the Lighthouse Article Sending birthday cards

Version: 06-18-2003
Filesize: 3.91 Kb
Added on: 25-Oct-2005
Downloads: 187
Category: PracticeWorks Experts Archive / Contact Experts
Details
  Chart Retirement 
Description: A Contact Expert (LH01 Chart Pull) that tells you which of your patients on a specified day have a chart to pull.

Excludes all patients who were new to your practice after the day you stopped making charts for new patients. (You must modify the Expert so it knows this date for your office!)

Excludes anyone with "RET" or "BOX" as the first 3 characters of their Chart Number field.

See the Article Chart Retirement Protocol and Checklist for a detailed description of the chart retirement process.
Version: 10-20-2005
Filesize: 2.77 Kb
Added on: 20-Oct-2005
Downloads: 62
Category: PracticeWorks Experts Archive / Contact Experts
Details
  Clean Up Duplicate Companies  Popular
Description: A pair of Contact Experts that you can use to eliminate duplicate insurance companies and employer/plans.


An AutoLink that will alert you if you're checking in a patient whose insurance company or employer/plan is inactive (first two characters of the name are ZZ).


See the article that describes the whole process for cleaning up duplicates.
Version: 7-14-2004
Filesize: 3.47 Kb
Added on: 23-Oct-2005
Downloads: 417
Category: PracticeWorks Experts Archive / Contact Experts
Details
  Contact Expert sorted by e-mail address  Popular
Description: A simple Contact Expert of all active patients sorted by e-mail address. Makes it easy to find out who sent you an e-mail if they didn't put their name in the e-mail.
Version: 03/29/04
Filesize: 2.24 Kb
Added on: 05-Sep-2006
Downloads: 113
Category: PracticeWorks Experts Archive / Contact Experts
Details
  Ins Cos used since (date) 
Description: The insurance company (companies, if double coverage) for every patient seen since a date that you enter. Used for sending Change Of Address or other routine communications to the inscos you've used recently.

A mailing label for the Primary Ins Co, and another one for the Secondary Ins Co.

You have to create the AutoLink on the Contact Expert's [Action] button to print these labels, and you have to manually decide which company / companies to print the labels for.
Version: 03-13-2008
Filesize: 5.85 Kb
Added on: 18-Mar-2008
Downloads: 18
Category: PracticeWorks Experts Archive / Contact Experts
Details
  Insurance Claims Management  Popular
Description: Outstanding insurance claim management contact expert that offers greater flexibility and better time management than the standard contact expert that comes with PracticeWorks.

After running, click on the AGE column followed by your HOME key and your list will be sorted by the oldest claim outstanding. If this insurance company is going to be contacted, click on the Insurance Company column and now you can discuss this old claim as well as every other outstanding claim with that company.

Document all contacts in the contacted area for appropriate follow-up
Version: 1.1
Filesize: 2.46 Kb
Added on: 17-Oct-2005
Downloads: 587
Category: PracticeWorks Experts Archive / Contact Experts
Details
  Lab cases outstanding CE  Popular
Description: A Contact Expert that shows all future appointments that have pending lab cases, not just for the next 30 days (which is all the system-defined lab tracking CE shows).
Version: 6-1-2003
Filesize: 2.39 Kb
Added on: 09-Nov-2005
Downloads: 157
Category: PracticeWorks Experts Archive / Contact Experts
Details


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Lighthouse Dental Consulting and its principals are not affiliated with PracticeWorks, Inc. in any way