How to add Hospital CRM information

This guide provides step-by-step instructions on how to add Hospital CRM information. By following these steps, users can easily input contact details, phone numbers, emails, and notes for hospital contacts. This guide is helpful for anyone looking to efficiently manage and organize hospital CRM information.

Jon Quinton
6 steps
14 seconds

Web

Navigate to <https://case.opologic.com/>

Click "Tools" in left side menu. Click "Hospitals" in submenu

Click on the hospital you want to add details for

Click this + icon to add contact details

Data added against hospital is visible to ALL users who can access that account via surgeon / hospital relationship.

Add all requirement contact details. Click "Add Contact"

Notes can also be added against hospitals