Setting Up Departments and Contacts Information

The following procedure shows you how to set up departments and contacts information.

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 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.