This guide provides step-by-step instructions on how to add Surgeon CRM data in a web portal. It includes navigating to the appropriate page, clicking on various options, entering relevant information, and saving changes. Following this guide will help users efficiently add and manage surgeon preferences, notes, and other relevant data in the web portal.
1. Navigate to https://case.opologic.com/
2. Click "Tools"
3. Click "Surgeons" in submenu
4. Find the surgeon you want to edit, click on the line
5. To edit contact information , click 'pencil 'icon.
6. Add the details.
Click Save Changes
7. Add preference detail notes.
Use drop-downs to select procedures and hospitals.
If added in the web that will appear for all users that are allocated this surgeon
Click 'add preference' to save
8. Generic notes can also be added against surgeons where required.
