How do I add or change a doctor?
Anyone allowed to add doctors can add one. Admins save straight away; everyone else sends a request that is approved first.
Add a doctor
- On Doctors, press Add doctor.
- Fill in the form:
- Name, Type, Tier, Specialty, Sub-specialty, Gender
- Region or zone
- Phone, Email
- CNIC and NTN (needed for the annual disclosure)
- Institute: where the doctor sits
- Prescriber, KOL, KBL, HOD: tick what applies
- Active, and a Reason
- Press Send request (or Save for an admin).
A field manager's new doctor is assigned to them and stays inactive until the New doctor request is approved.
Change a doctor
Open the doctor and press Request a change (admins see Edit). Change what is wrong and send. Only the fields you changed go in the request, and the approver sees each one as before → after.
Rules
| Message | Why |
|---|---|
| "Adding doctors is switched off" | The company does not let reps add doctors |
| "No more than N doctors per person" | Each person's list has a limit |
| "A doctor has one institute." | The company does not allow a doctor at several institutes |
The approvers are set for New doctor and Doctor change under Approval rules.
Where and when the doctor sits
Institutes and times on the doctor's page lists each institute the doctor sits at:
- Primary marks the main one. Remove takes one off. Add an institute adds another.
- Under each institute, a row of weekdays holds the sitting hours. Press + on a day to give its From and To, or Clear to remove it.
- To set many days at once, use Same time on days: give From and To, pick the days, and press Apply.
These times show in the Timing column on Coverage. Doctors without any show on the dashboard's setup checklist ("Institute times").