Attaching a Doctor

Follow the steps in this document when you need to attach a doctor a customer record.

Not all clients will need this

Prerequisites:

Creating a doctor

1. Click on – Customer Add/Edit

2. Search for the member that needs the doctor added.  Once you’ve populated the data piece to Search for, click on search on the right-hand side. 
   NOTE: Refer to Searching for a Member for instructions.

3. Once the Member is on the Member Contact Management page, locate the Doctor ID on in the member contact management screen and click on the icon that looks like a keyboard or the description Doctor ID.

4. Select the doctor from the list provided.

5. Press Ok to bring the doctor onto the member.
   
   

   Open

   

6. Remember to press Save to save this information on the member.