Set Up Professional Types

Use the Professional Types editor to maintain a list of the kinds of professionals that work with your patients, such as oral surgeons, periodontists, dentists, and more.

How to Get Here

• Home ribbon bar > Editors > Professionals / Referrers > Professional Types. (You can also search for the editor you want to work with.)

   

  Click Editors from the Tools section of the Home ribbon bar.

  

  Expand the Professionals/Referrers section, and choose the Professional Types option.

  

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Setup

• Choose Record to Work With - Your list of existing records appears at the left. Click the record to work with. The details for that record appear at the right.

   

  

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Display Active / Inactive Records - You can choose whether to include inactive records in your list. Click the icon at the top of the window to include/exclude the inactive records.

 

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• Create new record - Type a new type of professional in the Name portion of the window and click New. You can then edit your new record to complete the details.

   

  

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• Edit details - Select a record to work with, and review / edit the details.

   

  

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  • Name - This is the type of professional that works with your patients, not an individual professional.

  • User defined text - You can define the captions for up to 8 user-defined text fields, such as CONTACT NAME and OFFICE HOURS. This provides you with a way to record information that is important for this type of professional. When you add this type of processional to your system, you will see the captions and can enter the appropriate information.

  • User defined dates - You can define the captions for up to 2 user-defined date fields, such as LAST MEETING. When you add this type of professional to your system, you will see the captions and can enter the appropriate dates as needed.

  • Inactive / active toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Inactive records cannot be selected for your patients.

Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

Notice!

• Dentist professional type - You cannot edit the name of the Dentist professional type, nor can you inactivate this type of professional record.

• Professional records - Once you have created your list of professional types, you can enter records for individual professionals associated with your patient cases. See "Set Up Dentist & Other Professional Records" for details.

• Patient Set Up
  • Alert Editor
  • Appliance & Destination Editor
  • Contact Category Editor
  • Custom Response Editor
  • Dentist & Other Professional Editor
  • Employer Editor
  • History Category Editor
  • Other Referrers Editor
  • Patient Code Generation Protocol
  • Professional Types Editor
  • School Editor
  • Search Options
  • Status Editor
  • User Defined Field Editor
  • Zip Code Editor

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