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--- office:customer_relations_management:demographics [2009/03/05 05:04]
markphsd
+++ office:customer_relations_management:demographics [2018/12/23 12:11] (current)
@@ Line 21: / Line 21: @@
 |Phone numbers:|Phone number are not stored in any format, they can accept any text entry.|
 |Discounting Information:|Discounts are held two ways  1. Overall Discount. Discounts each order through the terminal a preset amount. 2. Special Pricing. Uses a selected pricing column from the product pricing table.|
+===== Follow Up =====
+^Contact Dates||
+|Last Contact Date:|Date contact was last communicated with.|
+|Followup Date:|Date to follow up with contact.|
+===== Demographic Fields =====
+^Patient Demographic:|Additional fields are available when the contact type is Patient:|
+|Primary Insurance & Number & Initial Date of Insurance	||
+|Secondary Insurance & Number||
+|Tertiary Insurance & Number||
+|Residence Name||
+|Residence Type||
+|Date Of Birth- DOB||
+|Primary Doctor||
+|Gender||
+|Height -Weight||
+|Medical Condition||
+|Current Equipment - For DME||
+|ICD9's are located in the "Additional Fields" section.||
+===== Licenses  =====
+|Patient Actions:|To view the assigned doctor, press the doctor label next to the doctor field To view the assigned residence, press the residence label next to the residence field.|
+|Doctor Demographic:|Doctor Client Types have these addtional field Types.|
+|License|Medicare License.|

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