Setting Up and Using Doctor Preferences

Setting Up and Using Doctor Preferences

Doctor Preferences can be used to set standard preferences and preference types across doctors. For example, occlusal and contact preferences.

Doctor Preferences are found in the Settings section of the Order Management module. 


Creating Doctor Preferences
  1. Begin by entering a Preference Type, then select Add Type. Then select the Preference Type from the Add Doctor Preference section and enter the description. Click Save.
  2. There can be multiple Preference Descriptions for each Preference Type. Select the Preference Type from the list again, and enter the next description. 



  1. The Preference has now been added to the list of available Doctor Preferences. 


Adding a Preference to a Doctor
  1. Begin by selecting the Doctors tab from the People section, then searching for the desired doctor.
  2. On the doctor record, select the Doctor Preference Tab on the top right.

  1. Select the Preference Type and Preference, then click save. 



  1. To remove a preference from a doctor record, click the delete button on the right of the saved preference.



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