Physicians Menu

ROLE PRIVILEGES NEEDED: <udl-white>View Physicians<udl-white> | <udl-white>Add Referral Source<udl-white><udl-white>Delete Physicians<udl-white> | <udl-white>Edit Physicians<udl-white>

SETUP: <udl-white>Physician Title<udl-white> | <udl-white>Physician Specialty<udl-white>


The physician's list allows you to add, view, delete, and search the physicians within your system. You have the ability to run reports as well for individual physicians.  To access the Physician's List, go to:

  1. Resources
  2. Physicians

ADD PHYSICIAN <returntomenu>menu ↑<returntomenu>

To add a physician click on the <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Add Physician<udl-orange> link.  

Enter the required information and click <btnw>    Save   <btnw> when finished.  

To view the Physician contact information, hover over the address book <icon-addressgray>xxx<icon-addressgray> to the left of the physician's name.

This will popup with the physician's contact information .

You can search for a specific physician by entering the first of last name in the text entry box.

Click <btnw>   Search   <btnw>

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Physician Title...

or you can filter by selecting the drop down <btn>   All     ▾   <btn> under Status.

WHERE USED <returntomenu>menu ↑<returntomenu>

To view the places this physician is attached to or used, click on the "Where used" <icon-dropdown>xxx<icon-dropdown> icon.

You will see a listing of every area the physician is tied to within the system. If you have duplicate physicians and need to remove one, this is very helpful in determining where the physician was used so that these things can be reversed.  To see instructions for removing a duplicate physician, click here Removing Duplicate Physicians

DELETE PHYSICIAN  <returntomenu>menu ↑<returntomenu>  

To delete a physician, click on the Trash Can <icon-trashcan>xxx<icon-trashcan> icon .  To delete a physician, it can't be tied to anything else in the system.

VIEW PHYSICIAN <returntomenu>menu ↑<returntomenu>

To view a physician's master file, click on either the "Physician's Name" link <udl-orange>Barnum, Otis<udl-orange> or the magnifying glass <icon-magnify>xxx<icon-magnify>.

EDIT PHYSICIANS  <returntomenu>menu ↑<returntomenu>

This will take you to the Physician's Master File.  You can edit the information for the header by clicking on the <udl-orange>[Edit]<udl-orange> link to the right of the physician's name.  

REMOVE SALES REP <returntomenu>menu ↑<returntomenu>

If you added a Sales Rep to a Referral Source (Physician, Facility, Other Referral Sources), you can now remove them as follows:

You no longer have a Sales Rep attached to the Referral Source.

REPORTS  <returntomenu>menu ↑<returntomenu>

There are several reports that you can export related to your physicians.  Choose the drop down for the specific report and click "Export" to review the report.

<btnw>   PDF - Patients active or discharged in last 30 days     ▾  <btnw> includes:

<btnw>   PDF - Patient with outstanding orders     ▾  <btnw> includes:

<btnw>   XLS - Patients active or discharged in last 30 days     ▾  <btnw> includes:

<btnw>   XLS - Patients with outstanding orders     ▾  <btnw> includes:

<btnw>   XLS - Physician List     ▾  <btnw> includes:

Interactive Tutorial