Creating Paraoptometric Relationships
Paraoptometrics should be related to their sponsoring doctor
via the relationships in Personify. This relationship is created and
maintained directly via the CRM360 interface. To access the relationships via
CRM360 click on the Relationships screen task category then All Relationships
screen task or click on the relationship number in the CRM360 header.
1.
From the CRM360 Relationships screen click on the Add hyperlink to
create a new relationship.
2. The Edit
Relationship Details window will appear. On the “This Constituent” side of the
window, choose the Relationship Type of Paraoptometric.
3. Select the Role
from the drop down menu. Refer to the relationship type codes worksheet to
determine the correct relationship.
4. Add any Comments
if needed.
5.
From the “Is Related to This Constituent side, click on the Related
Constituent hyperlink.
6. The customer
chooser will appear. Search for the associate practice to complete the
relationships. Use the following fields to narrow down the search results.
a. Search
Name: If the name of the company constituent record is given or known,
search by the name field.
b. Customer
Class: Use customer class to narrow down the search results by
practice, clinic, optometry school, etc.
c. Customer
ID: If users know the constituent ID number, use the customer ID
field. This will only return one result in the query.
d. Phone/Email:
Searching by phone or by email is a great way to narrow down results since
email is unique to the constituent. Phone numbers are entered without
parentheses or hyphens.
e. Postal
Code: When searching for a company constituent zip code can help
narrow down companies that have multiple locations.
7.
Select the constituent by double clicking on the line.
8. The Name
and constituent ID will populate automatically.
9. Select the Is
Related as a(n) from the drop down menu. (Refer to the relationship type
codes to select the proper relationship.)
10. Update the Begin Date.
The begin date by default is the date the relationship is created. If known
update to the proper date or use 01/01/2000 for generic dates.
11. Save any changes made
to the relationship record.
