Doctor List Updation Feature-Carsyon II

8/19/2019 Doctor List Updation Feature-Carsyon II

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DOCTOR UPDATIONFEATURE

STEP BY STEP GUIDE


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Login Page

Login By using Valid user name and password.

Click here toLogin


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Updating the Chemist List

Once logged in, the system will divert you to the Home pageFirstly, Update the chemist list y going to Customers Chemistas in the Fig. aove. !he "ollowing screen will appear Click on #ew Chemist as in the Fig. elow


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Updating the Chemist List

On clicking #ew Chemist, the screen will appear as the Fig. aove. Fill in the chemist details $ click on %umit. #ow this chemist will e included in the chemist list


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Home Page

%elect &octor Updation '()'* under Customers ta as shownFig. aove.

Click here to &octorUpdation


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Doctor Listing Screen

On clicking &octor Updation, the +ove &octor Listing pagewill load. !he &octors reecting in Bold Blue color are updateddoctors. !he &octors reecting in Black color are un)updated

doctors. Click on Edit to make changes to Doctor details.

Click

here


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Edit Doctor Form

Once clicked on -&!, the aove &octor "orm will load. Here user can make changes to the doctorin"ormation.

!he /elds marked in astri0 123 sign are mandatory.


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%erial #umer

Click

here

!o update serial numer, click on +ll %erial #o. link.


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%erial #umer

Once you click on All Serial No. link, the serial numer list will load asshown aove+ssign serial numer to the doctor.

Note: The most important doctor shold !e assigned No." # lastnm!er to !e assigned to least important doctor $All SAS # Ad%isory&oard doctors shold !e within the 'rst () Doctors*

#o two doctors can have similar serial numer. !he serial numers indicated in !old !le color are already assigned


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%erial #umer

n case, user is not sure aout the serial numer he need to assign to

doctor than he can click on 4#5 .Once user clicks on 4#5 the doctors serial numer will e saved as 4)5.Later user can edit the doctor and assign proper serial numer "or the same.

Note : +ser can click on N- for one doctor at a time while assigningserial nm!ers.


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%erial #umer $ -dit Form

Once user clicks on any availale %erial numer, it will reect in the %erialno. /eld as shown in Fig aove

User can change the same y clicking on All Serial No. link again e"oresumitting the doctor.Once the serial numer is assigned, user can update other doctor detailslike 7uali/cation, %peciality, "re8uency, 9oile #o., &ate o" Birth,:egistration #o., email d

Note: &esides the ali'cation # Speciality te/t !o/, the test in0ed shows the ali'cation # Speciality assigned to the doctor in


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!he total numer o" doctors in the &octor List o" each :epwill e ';? visit@ doctors. Only the 7uali/cations $ %pecialties mentioned in the drop)

down list will e availale "or selection. !he 8uali/cations arelinked to the specialties.

4o!ile No is mandatory for 'rst () doctors $Doctor

S56 No."()* All ( 6isit Drs shold !e part of Doctor S56 No."()

Division Guidelines


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lass is a mandatory 'eld&octors selected under Class are those doctors who

have een

part o" the activities mentioned elow in ')'(

8f a doctor 9ali'es in lass A # & as well,then mark the

doctor as A class.

-g. " a doctor is +dvisory doctor $ :& doctor, mark

Division Guidelines

la

ssActi%ity

++dvisory, %+%, Con"erence

=articipationB :&, Cheeni Dum, CL-+:

C C9-, Others


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The ore doctors 'lled in the ard opy are calledampaign doctors in Na%disha

!he doctors can e added in the campaigns. One doctorcan e added in ma0imum ; campaigns.

!he campaigns $ Focused rands are linked as elow

Division Guidelines

;ocsed !rand ampaign NameNo ofDrs

allowed !U:BOV+%

!U:BOV+% E:OU= ;


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Division Guidelines;or the 'eld


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Edit Doctor Form contd.

To add ;ocsed !rand, click on any one campaign # deselect it !y clicking on the !lank in the dropdown list

#ow on clicking on the Focused rand drop)down list, the entirelist o" Focused rands will e availale as in the Fig. aove. %electthe Focused rand $ click on >[email protected]: The ;ocsed &rands cannot !e from the same &rand.Eg.: Tr!o%as # Tr!o%as ; cannot !e taken together !t Tr!o%as ; and6oglinorm >4 can !e cl!!ed together

+ Focus Brand can e removed y clicking on >&el@


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Edit Doctor Form contd.Note: 8f a doctor has !een added in a campaign, please

ensre that the ;ocsed !rand is from the same grop.-g. " the doctor is added to >Voglinorm Eroup@ campaign, one o"the "ocused rand should e either >6oglinorm, 6oglinorm >4or 6oglinorm 4@

8f the campaign # ;ocsed !rand added not from thesame grop, then the system will display the followingerror on clicking the 'nal S!mit !tton for the doctor #will not allow sa%ing the doctor-g. " the campaign is Voglinorm Eroup $ !urovas Eroup, ut theFocsed Brands are +mloGaar $ &ianorm then the system will show

an error


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Click on >Back@ utton !he &octor "orm will e displayed again. Fill the details making all the corrections $ click the /nal %umitutton at the end to sumit the doctor


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Clinic +ddress o" the doctor is mandatory to e /lled. 1ClinicBuilding name, Clinic %treet, =in code3 Clinic %tate and City will automatically load ased on the+reaA =atch selected. User can +lso +ssociate Hospitals to doctors using +dd

+ssociate Hospital option

Edit Doctor Form


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;or e%ery doctor at least one chemist has to !e linked !ythe TE. 4ore than one doctor can ha%e the same chemist linked.

!o link Chemists to doctor click on +dd Chemist in Chemist+ssociation.

Clickhere

Edit Doctor Form


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%earch the chemists using %earch Criteria. Based on the search the Chemist will e listed as shown inthe Fig. aove

Click here to%earch



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!o %elect the Chemists "rom the list click on the check o0 asshown aove Click on +dd to List utton to +ssociate the %elected Chemist tothe doctor

Click here to +dd to 9y List

Click here on the check

o0



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!he selected Chemist list will e displayed under Chemist List. Once all the re8uired /elds are updated, Click on 4%umit4 Once clicked on %umit, the doctor will e saved in user@s

&octor Updation list

Click here to%umit



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%erial #umer)%wap option

!his "eature enales user to swap serial numer "rom one with two doctors.

" user wants to swap the doctor serial numer with other doctor , click on

All Serial No. linkn order to swap serial numers etween doctors user needs to /ll theother doctors serial numer in Swap with /eld +nd click on %wap as shownin Fig aove

Eg. 8f +ser wants to swap the Doctor No. 1 with doctor No. "), lick

on All Serial No. 5ink of doctor No. 1 # write ") in the Swap option


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%erial #umer)%wap option

+s per the system, User can swap only those serial numers which arealready assigned to doctors." user tries to swap the serial numer o" the doctor with the serial numerthat is not yet assigned to any doctor than he will get validation as shown inFig


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!o +dd a new &octor under &octor Updation "eature , click on +dd#ew &octor utton as shown in the /gure aove in &octor updation

listing screen.

Click here to +dd #ew&octor

Add New Doctor


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+"ter clicking on +dd #ew &octor , Universal &octor %earch page opensas shown in the Fig. aove User will e given two options '. %earch y &octor Universal Code;. %earch y &octor &etails. !o %elect either o" the options, click on the radio uttons as shown

aove and click on search

Click on radio utton to %elect search&octor

Click here to%earch

Add New Doctor contd.


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Click here to%earch


Universal doctor search option

Once user selects search y &octor &etails option, the +ove%earch and Listing %creen will load. User will enter the doctor details in the /lters and click on

%-+:CH. !he doctors matchin the search criteria will e listed.


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Click here to %elect the&octor

Click here to +dd !o 9yList


!he user will click on radio utton to select the doctors.

Click on +dd to 9y List Button to add the selected doctor to thelist.


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" searched doctor is not availale than click on ?roceed!tton.

Click here to =roceed



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+dd #ew doctor "orm will open.



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Update all the mandatory and re8uired /elds and click on%umit. Once sumitted, the added doctor will reect in user@s &octor

list.

Click here to%umit



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%umitting Updated &octors

+"ter user updates all the doctors as per the list, he has to click oncheck o0 to select 48 agree that 8 ha%e completed my contactpdation for 'nancial ear 2)"3"75 and click on %umit .Once all the &octor updation "or /nancial year is %umitted as per the"re8uency the User will e taken to =roceed Button as shown in slidenumer ?*.

Note : 8f the doctor list is not as per the fre9ency the errormessa e will !e shown as er the ne/t screen .

Click here to select the checko0

Click here to %umit


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Once clicked on 4S!mit5 !he aove screen will appear i" user hasnot updated doctors "re8uency wise . User will have to click on ack utton and he will e taken to thelisting screen where user has to make necessary corrections to the

doctor listing .


Click here to go Back tolisting


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Once all the doctors are updated as per the "re8uency limits theaove Fig will load . User need to click on ?roceed utton to complete the doctorupdation process. Once user clicks on =roceed, he will taken to the doctor listingpage .


Click here to

=roceed

2)"3"7


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Once all the &octor updation "or /nancial year is %umitted as per

the "re8uency limits the aove Fig will load 4The Doctor 5ist for ;inanncial ear 2)"3"7 is alreadys!mitted 5 will appear in =lace o" 48 agree that 8 ha%e completedmy contact pdation for 'nancial ear 2)"3"75 !he -dit A &elete links ne0t to all doctors will e unavailale .


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THE END

Documents

Doctor List Updation Feature-Carsyon II