Adding a New Doctor to the Patient Folder

You can enter a patient's doctor information in their folder. You can add multiple doctors, and assign one doctor as the patient's primary doctor. When you create a new prescription for a patient, their primary doctor is entered by default unless you select a different doctor.

To add a new doctor to the Patient Folder, do the following:

  1. Open a patient or create a new patient.
  2. Press the Preferences tab.
  3. Press Add. The Doctor Search window appears.
  4. In the upper part of the Doctor Search window, enter full or partial information in any of the columns (Last Name, First, Phone, Address, Doctor ID, License #, or Prescriber Type).
  5. Press Search. A list of doctors matching your search criteria appears in the bottom part of the window. If a doctor has multiple addresses, an entry is shown for each of the addresses.
  6. To clear your search results and perform a new search, press Clear.
  7. Select a doctor from the list and press OK.
  8. Press the Save button.