Accounts and Doctors
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 ...
Setting Up Invoice Emailing in VisualDLP
Automatically Send Invoice Emails This will automatically send an email with the invoice attached for all invoiced orders for all accounts with an invoice email setup in their account. You also have the option to enable this feature for individual ...
Doctors - Doctor Preferences
Doctors - Doctor Preferences Adding Preferences to a Doctor's Record From Order Management -> People -> Doctors menu 1. To add doctor preferences (work instructions) search and select a Doctor 2. Once the Doctor record opens, click on the Work ...
Deleting Accounts and related Invoices
The only thing you can do is mark the account as inactive and mark the Doctors associated with that account as Deleted. We have no mechanism to delete all their invoices.
Setting Up a Sales Person
You can assign a Sales Person to an Account and track sales, units and remakes by Salesperson using the Sales by Sales Person Report. To get started, log into the VisualDLP Order Management module, then: Click on the People menu item Click on ...
Adding A New City To A Postal or Zip Code
Discussion Occassioanlly, a new suburb or city is incorporated into an existing Postal Code. If this happens, when you search for a Postal/Zip Code while adding an address you will get the existing CIty returned in the results when in fact you want ...
Adding Doctors
What you’ll need The name of the Doctor and other information such as License Number, Title, etc. Address for marketing and and any other contact phone number or email address you want to add to the doctor (these are optional). Adding Doctor Log ...
Entering A New Account
Before starting this article, please read: Introduction To Accounts and Doctors in VisualDLP What you’ll need The name of the Practice or Business Name. Address for deliveries and any phone numbers or email addresses you want to add to the account. ...
Introduction To Accounts and Doctors in VisualDLP
Definitions Doctor – An individual with a name, an address, a birthday, and other unique identifying properties. Doctors are authorized to order products from your lab. They are not LLC’s, Corporations, or Businesses. However, they may work for ...