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Viewing Departments and Contacts

Large hospitals can have a large number of doctors working in different medical departments within a hospital. Medical departments are generally organized around medical specialities. The Departments and Contacts view tab is a single view that allows end users to track the work department within the hospital where the contact performs his or her duties. Users can access this view prior to making a call to get familiar with the department of the contact they are about to visit.

An account can have multiple departments, but a department can belong to only one account. Departments are organized hierarchically within a hospital. A department can have one and only one parent department.

A contact can belong to multiple departments within a hospital. Membership to a child department does not define membership to any of the parent departments. However, membership to a child department does establish membership of the parent hospital Account.

To set up departments and contacts information

1. Navigate to the Accounts screen, then the Accounts List view.
2. In the Accounts list, create a new record for the Hospital Department, and select Department as the value for the Type field.
3. Click the Parent Account field and from the Pick Applet, select the Parent Account for the Department.
4. Click the Contact Affiliation detail view tab.
5. In the List applet, click the New button, and open the Pick Applet on the Last Name field to associate a Contact to the Department.
6. Repeat Step 5 for other Contacts associated with the Department.

To view departments and contacts information

1. Navigate to the Accounts screen, then the Accounts List view.
2. In the Accounts list, query for the Parent Account and drill down on the Account record.
3. Click the Departments and Contacts detail view tab.

   The Departments and their affiliated Contacts are displayed in the list.