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office:system_setup:introduction:setup_sales_and_crm [2009/03/04 23:35] markphsd |
office:system_setup:introduction:setup_sales_and_crm [2009/03/04 23:36] markphsd |
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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. | Medical Device Retailers have additional features for contacts and events that other Retail Sales systems don't have. These features are described here. | ||
- | ===== Required Contact Types: ===== | + | ====== Required Contact Types: ====== |
- | ==== Patients: ==== | + | == ==== Patients: ==== == |
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. | 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. | ||
- | ==== Doctors: ==== | + | == ==== Doctors: ==== == |
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. | 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. | ||
- | ==== Insurance Companies: ==== | + | == ==== Insurance Companies: ==== == |
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. | 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. | ||
- | ==== Residence Types: ==== | + | == ==== Residence Types: ==== == |
These identify if the patient is in a Skilled Nursing Facility, Retirement Home etc. | These identify if the patient is in a Skilled Nursing Facility, Retirement Home etc. | ||
- | ==== Insurance Codes: ==== | + | == ==== Insurance Codes: ==== == |
Allowable: Each product can have an allowable that is store separately from the retail amount in the transaction. | 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. | 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. | ICD9 Codes: ICD9 Codes are stored in the Patient contacts screen only. |
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