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Using Patient Manager

Getting Started

Medical

Office

Administration

  • Settings
  • Medics
  • How to add New Medics with Usage Scenarios wizard
  • Assign Users to a Medic
  • Medical Units
  • Users
  • Groups
  • Roles
  • Briefcases
  • Banks
  • Media Devices
  • Questionnaire Templates
  • Report Templates
  • Mail Merge

Medics


Home  Support  Documentation  Medics


Create a New Medic

1. Click the New Medic button on the toolbar.

2. Enter information in the text boxes. Use the Tab key to move from box to box.

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

 

Adding a Medic in this way will not create an associated User with Calendar for the Medic.
Read more in Set up a Medical Unit

 

Medics created from the Startup Checklist dialog will have corresponding User and Calendar.

 

Editing a Medic

1. Select a Medic in the viewer and click the Edit button on the toolbar.

 

Deleting a Medic

1. Select a Medic in the viewer and click the Delete button on the toolbar.

2. Answer Yes to the confirmation prompt to remove the Medic.

 

 Note that removing a Medic will remove any related records linked to that Medic.


These operations are available only for users in the Administrators group.

 

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