Adding and editing co-therapists

Co-therapists are doctors you have worked with, refer patients to, or share recalls with. You can add and edit co-therapists as needed.

To add or edit a co-therapist

From the File menu, click Co-therapists.

The Co-therapists table window appears.

Do one of the following:

To add a co-therapist, click Add.

To edit an existing co-therapist, select a co-therapist, and then click Edit.

The Edit Co-therapist dialog box appears.

Set up the following options:

Name - Type the co-therapist's first and last name. The fields are each limited to 20 characters.

Degree - Select the co-therapist's degree.

Specialty - Select the co-therapist's specialty.

Practice Name - Type the name of the practice where the co-therapist works. This field has a limit of 50 characters.

Contact  - Type the name of the contact person at the co-therapist's office. This field has a limit of 30 characters.

Address - Type the street address, city, state, and ZIP Code of the co-therapist's office. Each street address field has a limit of 50 characters. If you double-click in the ZIP Code field, you can select and paste in a ZIP Code to have the city and state fields be entered automatically.

Phone 1 and 2 - Use the drop-down list to specify the phone number type, and then type the co-therapist's phone number(s).

Email - Type the email address of the co-therapist's office.

Directions  - Type any driving directions necessary to help you get to the co-therapist's office.

Note: If you are editing an existing co-therapist's information, you can view the following Statistics:

Patients - Click this button to view a count of the number of patients who currently have this co-therapist assigned to them.

Active Referrals -  Click this button view a count of the number of patients currently referred out to this co-therapist.

By default, when you add a new co-therapist, all locations are unassigned. To change which locations this co-therapist is assigned to, do the following:

Click Assign Location.

The Add Co-therapist ([Name]) to Location(s) dialog box appears.

Do any of the following:

Under Assigned Locations, select the locations that you do not want the co-therapist to be assigned to. To select multiple, hold down the Ctrl or Shift key as you click. To select all locations in the list, select one of the locations, and then select the Select All check box. Then, click Unassign >>.

To reassign any locations that have been unassigned, select those locations under Unassigned Locations. To select multiple, hold down the Ctrl or Shift key as you click. To select all locations in the list, select one of the locations, and then select the Select All check box. Then, click << Assign.

Click OK.

Need more help?

You can visit our website or contact OMSVision Customer Support.