Sandata Agency Management 05-System Physicians Screen

The System Physicians screen contains a directory of all doctors who have been added to the system previously and can be quickly added to client profile.

To access the System Physicians screen, go to Main Menu > Client > Physicians.

The System Physicians screen contains a directory of all doctors who have been added to the system previously and can be quickly added to client profile.

The Search Filters allow users to search for a physician.

The Search Filters allow users to search for a physician.

Field

Description

Last Name

Use this field to filter physicians by last name. (partial language)

Hide In-Active Physicians

Select this checkbox to hide all inactive physicians.

The Results List displays all results matching the selected search criteria.

The Results List displays all results matching the selected search criteria.

Field

Description

Name

Displays the physician’s name.

Phone

Displays the physician’s phone number.

The Physician window contains the contact and employment information for a selected physician.

The Physician window contains the contact and employment information for a selected physician.

Field

Description

Title

Use this drop down to select the physician’s title.

First Name

Use this field to enter the physician’s first name.

Middle Init

Use this field to enter the physician’s middle initial.

Last Name

Use this field to enter the physician’s last name.

Suffix

Use this drop down to select the physician’s suffix.

Org / Group

Use this field to enter the physician’s associated group or organization.

License

Use this field to enter the physician’s license number.

Expires

Use this field to enter the date the physician’s license expires.

UPIN

Use this field to enter the physician’s unique physician identification number (UPIN).

API

Use this field to enter the physician’s associated application programming interface (API) number.

NPI

Use this field to enter the physician’s national provider identification (NPI) number.

Active

Select this checkbox to indicate if the physician is active in the system.

Name

Use this field to enter the physician’s name.

Address

Use this field to enter the physician’s address.

Apt

Use this field to enter the physician’s apartment number.

City

Use this field to enter the physician’s city.

State

Use this field to enter the physician’s state.

Zip

Use this field to enter the physician’s zip code.

County

Use this drop down to select the physician’s county.

Type

Use this drop down to select the type of address.

Evacuation Zone

Use this drop down to select the physician’s designated evacuation zone.

Home

Use this field to enter the physician’s home phone number.

Mobile

Use this field to enter the physician’s mobile phone number.

Work

Use this field to enter the physician’s work phone number.

Fax

Use this field to enter the physician’s fax number.

Email

Use this field to enter the physician’s e-mail address.

Mobile

Select this checkbox to indicate if the physician’s mobile phone number is their primary number.

This is a Clinic

Select this checkbox to indicate if the physician’s contact information is a clinic.