1.On Practice Doctor Master form click .

2.Fill in all information, such as name, address, phone, e-mail, e-mail options and other.

3.Click OK when done.

4.Practice Doctor is added.

1.On Practice Doctor Master form select the doctor name you wish to update.

2.Click

3.Make necessary changes.

4.Click OK when done.

5.Updates are saved.

1.On My Practice Doctor Master form select the doctor name you wish to remove.

2.Click

3.Confirm operation.

4.Practice Doctor record is removed.

1.Link to Customer  

•Select Practice doctor you wish to link to a customer

•Click on

•Enter Customer or select one from Find Customer form the after clicking the icon.

•Two options are available:

oFor new Case, set Doctor Name to this Doctor - if checked the doctor name on new cases will be set to this name

oUse Doctor Address instead of Customer Address - if checked the customer address will be replaced with doctor address

•Click OK when done

•Doctor is linked to selected Customer

2.Unlink from Customer

•Select a Practice doctor that is linked to a customer.

•Click on

•Confirm operation.

•Practice Doctor is not linked to the customer anymore.

3.Set Defaults

•Select a Practice doctor

•Click on

•Two options are available:

oSet as Default Doctor

oSet as Default Address

•Click OK when done.