Physician Profiles Help

Most organizations use the same physicians over and over. It is much easier to create profiles for physicians, and select from a list, than to manually type the information on each incident report.

It is important to place physician profiles at the proper level in your organizational structure. If you setup a physician or physician at the employer level, the name of the physician and doctor will appear on the selection list for every physician within the employer. This would be fine if all the employer's physicians are located in close proximity to each other. But it would be a problem if physicians are spread across the country.

For example, if an employer has physicians in Oregon and North Carolina, the physician in Oregon would not want to see the available selections for physicians in North Carolina. When the physicians are spread far and wide, physician profiles should be created at the physician level in your organization. Profiles created at the physician level, will only appear for the specific physician that you select.

Use of Physician Profiles is optional. You may manually type the information directly onto incident records if you wish.

Function description

• Adding a physician
• Editing a physician
• Hiding a physician
• Unhiding a physician
• Deleting a physician
• Undeleting a physician
• Sample Physician Profile form in HTML format 

Add a new physician:

This physician will be included as a choice on the physician selection “drop-down” lists.

You can only create a physician if you have Administration access when you login.

• Manage
• Setup
• physician - New
• Next
• Select the appropriate Organization Level for the physician then select "Next"
• Enter the required Physician Name field noted in red
• Complete any other information about the physician that is available
• Click on the “Save” button

Edit a physician profile:
 

If you change the "Physician name" after incident records have been created they will continue to carry the old physician name on incident reports and summary reports unless updated individually. The "State" cannot be changed.

• Manage
• Setup
• physician - Edit
• Next
• Select the appropriate Organization Level for the physician then select "Next"
• Select the physician to edit from drop-list if more than one exist
• Edit information as needed
• If you need to edit more physicians select “Edit Another”
• Click “Save” after you have completed editing physicians

Hide a physician:

Hiding a physician only affects this physician.
 

• Manage
• Setup
• Physician - Edit
• Next
• Select the appropriate Organization Level as needed
• Next
• Select Physician to hide from drop-list if more than one exists
• Hide
• Review "warning" 
• OK 

Unhide a physician:

Unhiding a physician only affects this physician.
 

• Manage
• Setup
• Physician - Edit
• Select "Show Hidden Records" check box
• Next
• Select the appropriate Organization Level as needed
• Next
• Select a Physician to unhide (in gray) from drop-list if more than one exists
• Next
• Unhide
• Review "warning" 
• OK  

Delete a physician:

Deleting this physician only affects this physician.
 

• Manage
• Setup
• physician - Edit
• Next
• Select the appropriate Organization Level as needed
• Next
• Select a physician to delete from drop-list if more than one exists
• Delete
• Review "warning" 
• OK 

Undelete a physician:

Undeleting a physician only affects this physician.
 

• Manage
• Setup
• Physician - Edit
• Select "Show Deleted Records" check box
• Next
• Select the appropriate Organization Level as needed
• Next
• Select a physician to undelete (in gray) from drop-list if more than one exists
• Next
• Undelete
• Review "warning" 
• OK