How do I give a doctor to a field manager?
A doctor is on a field manager's list when they are assigned to them. Coverage is measured against the assigned doctors, unless the company measures it against the planned ones ("Coverage measured against" under Settings → Targets).
- Open the doctor on Doctors.
- Press Assign (needs the "Assign doctors to people" permission).
- Pick the Field manager. Switch Primary on if this person is the doctor's main field manager (it starts on when the doctor has nobody yet).
- Save. The message says "Assigned".
The doctor's page shows everyone under Assigned to, with the date since. Remove takes the doctor off that person's list.
When a user is deactivated, their doctors are moved to the person you pick. See Users.
Doctors with nobody assigned show on the dashboard's setup checklist.