Adding and editing routing slips

You can attach routing slips to providers. You can add and edit routing slips as needed.

To add or edit a routing slip

1.   In the Appointment Book, from the printer button menu, point to Route Slips, and then click Manage Routing Slips.

The Routing Slips Table window appears.

2.   Do one of the following:

·        To add a routing slip, click Add.

·        To edit an existing routing slip, select a routing slip, and then click Edit.

The Edit Routing Slip dialog box appears.

3.   Set up the following options:

·        # - Type a unique ID number for the routing slip. This field is limited to 10 digits. Once the routing slip is saved, the number cannot be changed.

·        Name - Type the name for the routing slip. This field has a limit of 25 characters.

·        Description - Type a description for the routing slip.

4.   Click OK.

 

Need more help?

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