When you see the physician is not in the system, add it. You can click the new button 
, or select Edit, New from the menu.
You will then see a blank physician form.
| Name | Enter the physician’s name. Notice the name has separate fields for last name, first name and middle initial, as well as generation. You can type the generation or click on the drop-down button and click on your choice of generation. Tip: You can enter the information without regard for the case of the text. Just start typing and let the program turn your patient’s name and address into the proper case. |
| Address | Enter the physician’s office address. Tip: Notice how the cursor jumps from the Address Line2 to Zip. When you enter a zip code, the system finds the corresponding City and State and enters them for you, saving you a few keystrokes. |
| Phone/Fax | Enter the phone and fax number of the physician’s office. Tip: Enter the numbers only and let the program insert the dashes for you. |
| Contact Name and Email | Enter the contact person at the physician’s office and the physician’s email address. |
| Specialty | Enter the physician’s specialty if applicable. This is only used for searching purposes. Tip: Specialty is a tabled field. This means you can click on the drop-down button and choose from a list of possible choices. Tip: If you would like to add to the list of Physician Specialties, you can click on Orders, Table and Physician Specialties. |
| Salesperson | Enter the salesperson assigned to the physician. |
| Active | This checkbox indicates whether the Physician is considered Active. If you inactivate a physician, you will not be able to enter new orders for this physician. |
| Person | When this box is checked, the Last and First name fields will appear. When this box is unchecked, the Company Name field will appear. |
| Title | Enter physician’s title, such as MD, PHD, DO, etc. by typing the text or clicking on the drop-down button and choosing from the list. |
| Birth Date | Enter the birth date of the physician. This allows you to print lists of physicians to send birthday cards to for marketing purposes. |
| Physician ID | This field is the identification number you assign to this physician. Tip: This field will be created automatically based on the Last and First name, but you can assign it if you want to control the ID assigned to the physician. |
| See Forms, Printing Reports |
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