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Clients

The “Clients” directory contains a list of all clients added to the system. Clients are displayed in the tablet version of the system.

Clients-list-US.png

The table shows the main attributes of every client. The last columns are NPI Code, Create Date (UTC time) and Modified (UTC time).

Clients-NPI-column-US.png

Adding a New Client to the System

To add a new client to the system:

  1. Click the Add button.
Add.png
  1. In the form for adding a new client:
Clients-add-form-US.png
  • Last name, first name, middle name — the client’s full name. Required fields.

Note:
You can add translations of the client’s full name into the required languages. To do this, click the transl.jpg icon and add the required translations.

  • Date of birth — the client’s date of birth. Click the calendr.jpg icon and select a date from the calendar.
  • Gender — specify the client’s gender.
  • Main workplace — specify the company where the client works. Select the company from the drop-down list.

Note:
If the required company is not in the list, go to the “Companies” directory and add it.

  • Specialization — the client’s specialization. Select the specialization from the drop-down list.

Note:
If the required specialization is not in the list, go to the “Specialization” directory and add it.

  • Client type — select the corresponding client type from the drop-down list.

Note:
If the required client type is missing, go to the “Client Types” directory and add the required client type.

  • Email — the client’s email address.
  • Phone — the client’s phone number.
  • Archived? — if the client should be active in the system, this toggle does not need to be activated. This toggle is activated if the client is not active in the database.
  • Archive reason — specified if the Archive toggle is activated. The archive reason is selected from the drop-down list.

Note:
If the required archive reason is not in the list, go to the “Reasons for Archiving Clients” directory and add the required reason.

  • Morion ID — the client identifier, which can be obtained from the database verification department.
  • External key — an external key that can be used to link information with external data.
  • NPI Code — the National Provider Identifier, a ten-digit number assigned to every healthcare professional in the United States. Because the number never changes, it identifies a doctor more reliably than a name does. Optional field.

Note:
The NPI Code can also be filled in through import, and its value is synchronized to mobile devices. Clients can be found by this number in the HCP section — a partial number is enough.

  1. Click Save to save the changes. If you need to add several clients, click Save and Add Another.