Adding a Specialist / Referral record

To add a Specialist / Referral record

1. Select File > Specialists:

   

   This will open the Edit Specialists window, by default on the Details tab:

   

2. Click the +1 button to add a new record.

   This will open the Add Referral window, which has the same fields as the window above, with the addition of the Code field.

3. Enter the specialist details as follows:

   	Code	Enter an appropriate short code to uniquely identify this specialist.
   	Title	Enter the title (Mr, Doctor, Etc.) as appropriate.
   	First Name	Enter the first name or initials.
   	Last Name	Enter the specialist's last name.
   	Specialty/ Profession	Enter the type of specialtyor profession (e.g., oral surgeon, edontics, periodontics, etc.).
   	Company	Enter the name of the company the specialist is employed by.
   	Address	Enter the address (postal or physical, as required) of the specialist.
   	Post Code	Enter the appropriate post code.
   	Work Phone	Enter the specialist's telephone number.
   	Home Phone	Enter the specialist's private telephone number (if appropriate).
   	Mobile	Enter the specialist's mobile telephone number.
   	Fax	Enter the specialist's facsimile number.
   	Email Address	Enter the specialist's email address, if applicable.
   	EmailReferral Source	Tick this checkbox if this record is for a referral source, such as Yellow Pages, NHS, "word of mouth", etc.
   	Specialist	Tick this checkbox if this record is for a specialist.
   	Doctor	Tick this checkbox if this record is for a doctor.
   	Supplier	Tick this checkbox if this record is for a supplier.
   	Lab	Tick this checkbox if this record is for a laboratory.
   	GDP	Tick this checkbox if this record is for a general dental practice.

4. Open the Contacts Tab and optionally Import contacts:

   

   See also: Contacts Tab (Specialists).

5. Click the Save button to save the details of the new specialist record to file.
6. If you wish to add an image for the specialist, right-click the photo placeholder, and select the "Choose a new photo" option. This will allow you to choose the appropriate image file from you computer.