Configuring OrthoTrac > Setting Up Outside Doctors

Adding Outside Doctors

To add an outside doctor:

1. Select Functions > Maintenance/Set-up > Outside Doctor Information from the menu bar.

2. In the OrthoTrac Outside Doctor Lookup window, click Add New. The Outside Doctor Information window is displayed.

3. In the General Information section, complete the available fieldsavailable fields.

   • Salutation — Use the drop-down list to select a salutation.

   • Name — Double-click in the field to enter the doctor’s First name, Middle name, Last name, Title, and Common name.

   • If a doctor has more than one office or if several doctors have the same last name, you must enter an identifier in the First or Last Name fields to differentiate between doctors in the OrthoTrac Outside Doctor Lookup window.

   • Degree — Type the doctor’s degree.

   • Language — This field defaults to the language set up in your operating system’s regional settings but can be changed by selecting an option from the drop-down list.

   • Specialty — Use the drop-down list to select the specialty of the doctor.

4. In the Professional Information section, complete the available fieldsavailable fields.

   • Phone — Type the phone number of the doctor, extension, and type. To display the Add Phone Number window, double-click <Add New Phone Number>.

   • Hours — Type the hours the doctor is in the office.

   • Office Address — Type the office address of the doctor. To display the Edit Address window, double-click <Add Office Address>.

   • Office Manager — Type the name of the office manager.

5. In the Personal Information section, complete the available fieldsavailable fields.

   • Home Address — Type the home address of the doctor. To display the Edit Address window, double-click <Add Home Address>.

   • Year Graduated — Type the year the doctor graduated.

   • School — Type the name of the school from which the doctor graduated.

   • Spouse — Type the name of the doctor’s spouse.

   • Birthday — Type the birth date of the doctor.

6. In the Comments section, type a comment regarding the referral. Double-click <Add Comment> to display the Add Comment window.

7. Click Salutation to display the Custom Salutations window. Enter a formal and informal salutation for the doctor. The software uses this custom salutation instead of the standard salutation set up for a word processing letter.

8. Click OK.

Related Topics

Setting Up Outside Doctors

Changing Outside Doctors

Printing Outside Doctor Labels

Deleting Outside Doctors