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Adding Doctors

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    What you’ll need

    1. The name of the Doctor and other information such as License Number, Title, etc.
    2. 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 

    1. Log into VisualDLP as an Admin user then from the Dashboard, click on the Order Management Module.
    2. From the menu on the left, Click on People/Doctor and then click Add New
    3. Enter the Doctor’s First Name.
    4. Enter the Doctor’s Last Name
    5. In the Description field enter the name as it should appear on invoices.   For instance;  Dr. James Ray, III  or Janice Hodges, DDS
    6. If you have the Doctor’s license number you may enter it.
    7. Enter any Phone numbers, email address and address information you may have.  Important Note:  Addresses entered here are not used for case delivery.  Only for marketing.  Addresses entered in the account are used for order delivery.
    8. Click the Save button.

     

    Linking A Doctor to a Billing Account

    1. Once you have a doctor, you can link that record to a Billing Account
    2. Find the doctor you want to link by clicking People/Doctors and searching from the Search bar.
    3. Click on the Billing Accounts tab
    4. Type the name or partial name of the Account to link to in the Add New Account for Doctor feild
    5. Click on the Account that appears in results and Click the Add button
    6. If there are more than one Account that this doctor bills to, you can add additional accounts by repeating Steps 4 and 5.

     

    You can set which Account should be the Doctor’s default account by clicking the menu icon on the left of the Account line and Selecting 

     

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