The following instructions are included:
- Creating A Specialist
- Editing A Specialist
- Deleting A Specialist
- Adding a Service Category
- Deleting a Service Category
- Adding Specialist to a Service Category
- Administrative Setting Consultations
Creating A Specialist
- Navigate to Consultations (at the top)
- Select Edit Specialists Listing on the left hand side
- Click on Add Specialist
- Input details of the Specialist (First name, Last name, Address, and Phone number are required fields)
- Click on Add Specialist button
Editing A Specialist
- Navigate to Consultations (at the top)
- Select Edit Specialists Listing on the left hand side
- Click on Edit Specialists
- Click on the desired name of specialist to edit
- Fill out / modify desired fields
- Click Update Specialist to save changes
Deleting A Specialist
- Navigate to Consultations (at the top)
- Select Edit Specialists Listing on the left hand side
- Click on Edit Specialists
- Checkmark the desired specialist to delete
- Click on Delete Specialist (at the top)
Adding a Service Category
- Navigate to Consultations (at the top)
- Select Edit Specialists Listing on the left hand side
- Select Add Service on the left
- Enter desired name in the Service field
- Click Add Service button
Deleting a Service Category
- Navigate to Consultations (at the top)
- Select Edit Specialists Listing on the left hand side
- Click on Delete Services
- Checkmark desired services to be deleted
- Click on Delete Service button
Adding Specialist to a Service Category
- Navigate to Consultations (at the top)
- Select Edit Specialists Listing on the left hand side
- Select Show All Services
- Click the desired Service from the list (eg. Psychiatrist)
- From the list of available Specialists, checkmark the desired Specialists to add to the Service
- Click the Update these Services Specialists button to save selections
Please feel free to contact us if you have any questions regarding the above.
Administrative Setting Consultations
There is an Administrative setting that will allow you to have the specialist address alongside the names in the consultations drop-down. As it is an Administrative setting it is either enabled for all users or disabled for all users.
- Administration > System Management > Consultation Settings > General Consultation Request Settings.
