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office:system_setup:introduction:setup_sales_and_crm [2009/03/04 23:31] markphsd |
office:system_setup:introduction:setup_sales_and_crm [2009/03/04 23:36] markphsd |
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CCS will import contacts from outlook or Excel and CSV Files. If another source is required, contact ccs. | CCS will import contacts from outlook or Excel and CSV Files. If another source is required, contact ccs. | ||
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+ | ===== Medical Device Retailer: ===== | ||
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+ | Medical Device Retailers have additional features for contacts and events that other Retail Sales systems don't have. These features are described here. | ||
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+ | ====== Required Contact Types: ====== | ||
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+ | == ==== Patients: ==== == | ||
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+ | Patients are the primary contact types used in MDR. Each new customer should be saved as a patient. This alerts the system to display more information for the contact. | ||
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+ | == ==== Doctors: ==== == | ||
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+ | Doctor's should be saved as the default contact type in the system named "Doctor". This allows them to be added to the doctor field in the patient contacts. | ||
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+ | == ==== Insurance Companies: ==== == | ||
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+ | Insurance companies should be saved as insurance companies. This will help them be found and allows them to be assigned in the insurance company fields in the patient contacts. | ||
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+ | == ==== Residence Types: ==== == | ||
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+ | These identify if the patient is in a Skilled Nursing Facility, Retirement Home etc. | ||
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+ | == ==== Insurance Codes: ==== == | ||
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+ | Allowable: Each product can have an allowable that is store separately from the retail amount in the transaction. | ||
+ | HCPS: These codes are stored in Inventory when the system is set to be a MDR system. | ||
+ | ICD9 Codes: ICD9 Codes are stored in the Patient contacts screen only. |
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