Table of Contents

Medical Device Retailer

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:

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.

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.

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.

Residence Types:

These identify if the patient is in a Skilled Nursing Facility, Retirement Home etc.

Insurance Codes: