Physicians in the Client Profile

To add a physician to a client’s profile:

1. Go to the Client Search screen via Main Menu > Client.

2. Locate and double click on the client using the search filters.

   

3. Click the blue Arrow under Physicians.

   

4. Click Yes.

   

5. Enter the physician’s details.

   

6. Click Save.

To update or correct a physician’s information on the Client Profile:

1. Go to the Client Search screen via Main Menu > Client.

2. Locate and double click on the client using the search filters.

   

3. Click the drop down to select the physician.

   

4. Click the blue Arrow.

   

5. Make any necessary edits or updates.

   

6. Click Save.

To remove an invalid or out of date physician from the client’s admission:

1. Go to the Client Search screen via Main Menu > Client.

2. Locate and double click on the client using the search filters.

   

3. Click the drop down to select the physician.

   

4. Click the blue Arrow.

   

5. Click Delete.

   

6. Click Yes.

   

To view a current physician on a client’s admission:

1. Go to the Client Search screen via Main Menu > Client.

2. Locate and double click on the client using the search filters.

   

3. Click the drop down to select the physician.

   

4. Click the blue Arrow.