Set up a Medical Unit - Patient Manager Documentation

Setting up a Medical Unit

The Medical Units viewer allows you to visualize and manage the medics of a medical unit. Usualy each medic has a correspoding user and calendar.

The medical unit represents the Clinic, Medical Office or Hospital. The name of the medical unit appears on certain Reports. The Patient Manager enables you to manage multiple medical units within the same database.

You can access Medical Units viewer from the Administration tab of the ribbon.

Creating a New Medic\New User

1. Fill in the fields in the User Editor to assign the username for a new medic. Click Save and Close.

2. Fill in the fields in the Medic Editor. Click Save and Close.

To learn how other users can add records on behalf of a medic, read Assign Users to a Medic

Managing Medical Unit Staff

1. Right-click the medical unit. Select Assign Medic from the context menu. The Assign Medic Editor opens.

2. From the Entities available to assign list select the medics and move them to the Entities assigned list. Use the > button to the move the medics.

3. Click the Save and Close button to save the details

To unassign medics from a medical unit, in the Assign Medic Editor, select the users from the Entities assigned list and click the < button.

These operations are available only to Administrators.

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Setting up a Medical Unit