Account question

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roybloom
Posts: 63
Joined: Fri Jul 25, 2008 4:14 am
Location: Spring Texas
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Account question

Post by roybloom » Fri May 01, 2009 5:04 pm

I travel to several offices and do independant contractor work. I am trying to find a way to have docs offices tracked and also patients. On the surface it appears that the account should be set up as the Docs office and then all patients seen at that office should be family members. Is that the best way to make this work? Is there another way?

TIA

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jordansparks
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Re: Account question

Post by jordansparks » Sat May 02, 2009 5:08 am

That's what our Site feature is for. Have you explored using that? You can filter by site on the patient select window.
Jordan Sparks, DMD
http://www.opendental.com

roybloom
Posts: 63
Joined: Fri Jul 25, 2008 4:14 am
Location: Spring Texas
Contact:

Re: Account question

Post by roybloom » Sat May 02, 2009 6:36 am

jordansparks wrote:That's what our Site feature is for. Have you explored using that? You can filter by site on the patient select window.

No, I have not looked at that. I will today.

Thx Jordan

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