New > New Professional. (Or press Ctrl+N on your keyboard and select the New Professional option.) Add and maintain Professional records for the consulting and treating professionals, such as oral surgeons, pedodontists, and periodontists, that work with your patients. Each record includes the professional's name, practice name, address, phone number, several user-defined fields, and a notepad you can use to add additional information.
Define professional types - Use the Professional Types
Flag contact categories - The Professional List report includes the contact details for the email and the work phone contact styles. Use the Contact Categories editor to assign at least one category to the "Email" style, and at least one to the "Work Phone" style. Then, in your Professional Editor, be sure to use those categories when entering the contact information. See "Set Up Contact Categories" for details.
File Ribbon Bar - New > New Professional. (Or press Ctrl+N on your keyboard and select the New Professional option.)
Required fields - All required fields are preceded by a red asterisk ( * ).
Biographical & address data - Enter the individual's professional type (i.e. dentist, oral surgeon, speech therapist), name, birthdate, address and other basic information.
Contact info - Enter phone numbers and email addresses into the Contact Info table. The Professional List report includes the contact details for the email and the work phone contact styles. Use the Contact Categories editor to assign at least one category to the "Email" style, and at least one to the "Work Phone" style. Then, in your Professional Editor, be sure to use those categories when entering the contact information.
Add contact
Click [+] to add a contact to the table.
Click the Type column and select the type of contact you want to work with, such as work phone, email , or cell phone.
Click the Detail column and enter the corresponding phone number or e-mail address.
Re-order contact info - Click the Type or Detail column heading to re-order the contacts table.
Delete contact info - Select the contact information you want to remove, then click [ - ] to delete it from the table.
User defined fields - Use the User Defined Text fields to identify additional information you want to track for your records. See "Set Up Professional Types" for details.
Professional links - (Only available from the New Professional and Professional Editor pages) Use this section of the professional record to indicate with professionals this party prefers to work with. When you create a link in one professional record, that same link appears in the other party's record automatically.
Save - Click Save at the bottom of the New Professional window to save the new professional record.
Link to patient - You can link professional records as you create patient folders, or when you edit the Patient Information Panel.
Review / edit professional records - You can review and edit professional records from linked patient folders, or from the Professional editor. See "View & Edit Professional Records" for details.
Messaging option - When you select a professional to receive a message you send via Messaging, the processional will receive a notice of the message at the email address in the professional record; the professional must then log into your Web Access portal to retrieve the complete message text. See "Send a New Message" for details.
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