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
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.