Before adding any preference, please make sure you have selected the Doctor for whom you wish to add the new preferences. Note that when a case is created the default, plus additional preferences defined for the doctor selected on the Case, are automatically read, so make sure that you check the default list when setting practice doctor's preferences.

1.Select the Practice Doctor. If you leave Default then the preferences will be set to all practice doctors set up in the system.

2.Click on the Customer tab

Customer Settings - Customer Preferences menu

3.Click  to open the Add Customer Preference form. The Customer ID is automatically populated and cannot be changed.

4.Click on the icon next to the Preference field and select the preference you wish to add.

5.If there is single value selection then click on either Select from Existing Value or Enter Custom Value.

6.If there are multiple value selections available, check the box in front of the value you wish to add.

7.Click OK when all of the information is entered to save the record.

Before adding any preference, please make sure you have selected the Doctor for whom you wish to add the new preferences. Note that when a case is created the default, plus additional preferences defined for the doctor selected on the Case, are automatically read, so make sure that you check the default list when setting practice doctor's preferences.

1.Select the Practice Doctor. If you leave Default then the preferences will be set to all practice doctors set up in the system.

2.Click on Product tab

Customer Settings - Product Preferences menu

3.Click  to open the Add Product Preference form.

4.Click on the icon next to the Product field to select the product you wish to associate the preference with.

5.Click on the icon next to the Preference field and select the preference you wish to add.

6.If there is single value selection then click on either Select from Existing Value or Enter Custom Value.

7.If there are multiple value selections available, check the box in front of the value you wish to add.

8.Click OK when all of the information is entered to save the record

To Add Preferences Images

1.Select an added product.

2.Click on in Preference Images section to open Add Product Preference Image form

3.Enter Description

4.Select Preference Image

5.Check Print on Work Order if you wish that the image will be printed on the work order.

6.Click when all of the information is entered to save the record.

To Modify Preferences Images

1.Select an added product.

2.Click on the image record you want to update

3.Click on in Preference Images section to open Modify Product Preference Image form

4.Make necessary changes.

5.Click

To Delete Preferences Images

1.Select an added product.

2.Click on the image record you want to remove

3.Click on

4.Select Yes when asked for confirmation.

To View Preferences Images

1.Select an added product.

2.Click on the image record you want to see.

3.Click on

4.Image is displayed

Before adding any preference, please make sure you have selected the Doctor for whom you wish to add the new preferences. Note that when a case is created the default, plus additional preferences defined for the doctor selected on the Case, are automatically read, so make sure that you check the default list when setting practice doctor's preferences.

1.Select the Practice Doctor. If you leave Default then the preferences will be set to all practice doctors set up in the system.

2.Click on Task Preferences tab

Customer Settings - Task Preferences menu

3.Click  to open the Add Task Preference form.

4.Click on the icon next to the Task field to select the task for which you wish to associate the preference with.

5.If you wish to add all products check All Products

6.If you want to add task preferences for one product only, click on Product then click on the icon next to the Product field to select the product you wish to associate the preference with.

7.Click on the icon next to the Preference field and select the preference you wish to add.

8.If there is single value selection then click on either Select from Existing Value or Enter Custom Value.

9.If there are multiple value selections available, check the box in front of the value you wish to add.

10.Click OK when all of the information is entered to save the record

To Add Preferences Images

1.Select an added task.

2.Click on in Preference Images section to open Add Product Preference Image form

3.Enter Description

4.Select Preference Image

5.Check Print on Work Order if you wish that the image will be printed on the work order.

6.Click when all of the information is entered to save the record.

To Modify Preferences Images

1.Select an added task.

2.Click on the image record you want to update

3.Click on in Preference Images section to open Modify Product Preference Image form

4.Make necessary changes.

5.Click

To Delete Preferences Images

1.Select an added task.

2.Click on the image record you want to remove

3.Click on

4.Select Yes when asked for confirmation.

To View Preferences Images

1.Select an added task.

2.Click on the image record you want to see.

3.Click on

4.Image is displayed

Before adding any preference, please make sure you have selected the Doctor for whom you wish to add the new preferences. Note that when a case is created the default, plus additional preferences defined for the doctor selected on the Case, are automatically read, so make sure that you check the default list when setting practice doctor's preferences.

1.Select the Practice Doctor. If you leave Default then the preferences will be set to all practice doctors set up in the system.

2.Click on Department tab

Customer Settings - Department Preferences menu

3.Click  to open the Add Department Preference form.

4.Select the Department for which you wish to associate the preference from the options available in the list.

5.Click on the icon next to the Preference field and select the preference you wish to add.

6.If there is single value selection then click on either Select from Existing Value or Enter Custom Value.

7.If there are multiple value selections available, check the box in front of the value you wish to add.

8.Click OK when all of the information is entered to save the record.

Before adding any preference, please make sure you have selected the Doctor for whom you wish to add the new preferences. Note that when a case is created the default, plus additional preferences defined for the doctor selected on the Case, are automatically read, so make sure that you check the default list when setting practice doctor's preferences.

1.Select the Practice Doctor. If you leave Default then the preferences will be set to all practice doctors set up in the system.

2.Click on Product Group tab

Customer Settings - Product Group Preferences menu

3.Click  to open the Add Group Preference form.

4.Select the Group for which you wish to associate the preference from the options available in the list.

5.Click on the icon next to the Preference field and select the preference you wish to add.

6.If there is single value selection then click on either Select from Existing Value or Enter Custom Value.

7.If there are multiple value selections available, check the box in front of the value you wish to add.

8.Click OK when all of the information is entered to save the record.

Before adding any preference, please make sure you have selected the Doctor for whom you wish to add the new preferences. Note that when a case is created the default, plus additional preferences defined for the doctor selected on the Case, are automatically read, so make sure that you check the default list when setting practice doctor's preferences.

1.Select the Practice Doctor. If you leave Default then the preferences will be set to all practice doctors set up in the system.

2.Click on Product Type tab

Customer Settings - Product Type Preferences menu

3.Click  to open the Add Product Type Preference form.

4.Select the Product Type for which you wish to associate the preference from the options available in the list.

5.Click on the icon next to the Preference field and select the preference you wish to add.

6.If there is single value selection then click on either Select from Existing Value or Enter Custom Value.

7.If there are multiple value selections available, check the box in front of the value you wish to add.

8.Click OK when all of the information is entered to save the record.

Before adding any preference, please make sure you have selected the Doctor for whom you wish to add the new preferences. Note that when a case is created the default, plus additional preferences defined for the doctor selected on the Case, are automatically read, so make sure that you check the default list when setting practice doctor's preferences.

1.Select the Practice Doctor. If you leave Default then the preferences will be set to all practice doctors set up in the system.

2.Click on General Instructions tab

Customer Settings - General Instructions menu

3.Enter text.

4.Click

This operation is similar to Preferences entered in following menus: Customer, Products, Task Preferences, Department, Product group and Product Type preferences.

1.Select the Practice Doctor .

2.Select the Preference  you wish to update by clicking on it.

3.Click and the Edit form will open.

4.Make any necessary changes.

5.Click OK and the changes will be saved.

This operation is similar to Preferences entered in following menus: Customer, Products, Task Preferences, Department, Product group and Product Type preferences.

1.Select the Practice Doctor .

2.Select the Preference you wish to delete by clicking on it.

3.Click

4.Click YES when prompted for confirmation. 

Note: The record will be deleted from the database, but you may add it back at any time.

This operation is similar to Preferences entered in following menus: Customer, Products, Task Preferences, Department, Product group and Product Type preferences.

1.Select the Practice Doctor .

2.Click

3.Select the Customer.

4.Click

5.All corresponding preferences are copied to the customer.