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Process to Maintain Doctor Details in Marg Books

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Overview of Doctor Option in Marg Books

Process to Create Doctor in Marg Books

Process to Modify Details of a Doctor in Marg Books

Process to Delete a Doctor in Marg Books

OVERVIEW OF DOCTOR OPTION IN MARG BOOKS

  • Doctor Option in Marg Books enables the user to easily create the doctor by filling their details i.e. Doctor Name, Registration Number, Mobile No., Hospital Name, etc. & can simply select and assign doctor for the customers in a single click at the time of billing.
  • With the Doctor option, the user can also modify and delete the doctor as per the requirement.

PROCESS TO CREATE DOCTOR IN MARG BOOKS

  • Go to Master >> Other Master >> Doctor.

  • A ‘Doctor List’ window will appear.
  • In order to create a new Doctor, click on ‘Create’ tab.

  • A ‘Create Doctor’ window will appear with different fields:

A. Doctor Details

  • Mobile No.: Enter the Mobile No. of the doctor.
  • ID: Here, ID will automatically get filled. The user can also enter the ID as per the requirement.
  • Reg. No.: Mention the Registration No.
  • Name: Enter the Name of the doctor.
  • Hospital Name: Mention the name of the hospital.

  • Specialization: Select the specialization of the doctor from the dropdown.
  • Suppose select ‘Dermatologist’.

  • Commission %: Mention the % of the commission as per the requirement.

B. Contact Details:

  • Address: Mention the Address of the doctor.
  • Pin No.: Enter the Pin No.
  • Phone No.: Mention the Phone no. of the doctor.
  • Email ID: Mention the E-Mail ID of the doctor.
  • WhatsApp No.: Enter the WhatsApp no. of the doctor.

  • After filling all the details, the user will click on ‘Save’ tab to save the details.

  • A message of ‘Record saved successfully’ will appear.
  • The user can view the newly created doctor in the Doctor List.

PROCESS TO MODIFY DETAILS OF A DOCTOR IN MARG BOOKS

  • Go to Master >> Other Master >> Doctor.

  • A ‘Doctor List’ window will appear.
  • In order to modify the details of a Doctor, click on ‘Modify’ icon against that particular doctor or press F3 key on that particular doctor.

  • A ‘Modify Doctor’ window will appear.

  • The user will now modify the details of that particular doctor as per the requirement.

  • Then click on ‘Update’ tab.

  • A message of ‘Record updated successfully’ will appear.

PROCESS TO DELETE A DOCTOR IN MARG BOOKS

  • Go to Master >> Other Master >> Doctor.

  • A ‘Doctor List’ window will appear.
  • In order to delete a Doctor, click on ‘Delete’ icon against that particular doctor.

  • A ‘Confirmation’ message of ‘Are you sure you want to delete the selected record’ will appear.
  • The user will click on ‘Yes’ to delete that particular doctor.

  • A message of ‘Record deleted successfully’ will appear.


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