Practice Doctors Maintenance

Usage: The first sub-tab on the related info tab is Practice Doctors. Here is where new Practice Doctor records can be added, edited, and deleted. Users may send an e-mail directly to the selected doctor from the grid as well.

 

Prerequisites:

Before adding any Practice Doctors to the customer record please make sure that the items  you wish to enter are already added to the database.

➢Specialties -> Path: Administrator > Settings  or   V11 - Settingson Home Page > CRM Lists > Customers > Specialties

 

Navigation: Customer > Related Info > Practice Doctors

V12 - Related Info - Practice doctor

Practice Doctors tab

 

hmtoggle_arrow1How to add a new Practice Doctor

1.On the Practice Doctor form click on Add button.

2.The Add Practice Doctor form will display

V12 - Related Info - Practice doctor - add

        Add Practice Doctor

3. Enter:

•NPI Number

•Prefix, Name, Phone numbers, Extension

• Specialty- Select from the drop down list. If you do not see the specialty you need, please make sure to add it first to Administrator > Settings  or   V11 - Settingson Home Page > CRM Lists > Customers > Specialties

•License number and AGD number

• What School the doctor has Graduated from and their date of graduation

• Birth Date

• Check box option For New Cases, set Doctor Name to this Doctor, if you wish that the following cases be created for this doctor

• Office Hours

• E-mail and E-mail options

➢Include in Broadcast E-mail

➢Include in Single E-mail

• Shipping Address, if you wish this address reads as the default address when a new case is entered for this practice doctor, please check the box: Use this address instead of the Customer Shipping Address

• Notes- Enter any notes

4.Click V11 - Save to add the doctor to the database once all the data is entered

After a new Practice Doctor record is added, it can be seen at any time in the grid. The new record can now be edited or deleted. Any user can send e-mails by select the e-mail option.

 

Please Note: You may have to add the same Practice Doctor multiple times under the practice doctors section, each with a different shipping address. During the case entry process, users will have the option to select from the list of entered addresses.

1. Click Add from Master button.

2.Select Practice Doctor Master form displays.

3.Find the Doctor you wish to add

4.Click V11 - select.

5. Doctor is added.
hmtoggle_arrow0How to update a Practice Doctor details:

1.Select the doctor you wish to edit by clicking on it in the grid

2.Click Edit button.

3.Make any necessary changes an click V11 - Save to save the record    

 

1.Select the doctor you wish to delete by clicking on it in the grid

2.Click Remove button.

3.Select YES when prompted for confirmation

Please note: The record will be deleted form the database, but you  may add it back at any time.

 

See also:

How to create a Customer