This guide provides step-by-step instructions on how to add Hospital CRM information. By following these steps, users can easily input contact details, phone numbers, emails, and notes for hospital contacts. This guide is helpful for anyone looking to efficiently manage and organize hospital CRM information.
1. Navigate to https://case.opologic.com/
2. Click "Tools" in left side menu.
Click "Hospitals" in submenu
3. Click on the hospital you want to add details for
4. Click this + icon to add contact details
Tip: Data added against hospital is visible to ALL users who can access that account via surgeon / hospital relationship.
5. Add all requirement contact details.
Click "Add Contact"
6. Notes can also be added against hospitals
