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How can I track more Physician data in ConnectSx? 

Last Updated: May 2024

The directory has many uses, not just warehousing the contact info for your critical business contacts, but it can be used to manage much more.

Preference cards are not the only way to track information about your physicians, you can also add searchable notes and statuses to a Physician record using TAGS.

Physician Tags will let you store data that can be searched for later, like Inventory Tags these are essentially user defined search terms. However you can use them in many powerful ways.

For instance, you could keep track of Physicians residencies by entering them as Tags which you can then search to pull up a list of all of the physicians who were at a particular hospital for their Residency.

To add Physician Tags:

  1. Navigate to the Directory

  2. Select the Physicians section

  3. Click on a physician

  4. In the Search tags section click “Add”

  5. Type in your tag

  6. Hit Enter to create the tag

  7. Click Save to save the page

 

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