How to add Surgeon CRM data in web portal

This guide provides step-by-step instructions on how to add Surgeon CRM data in a web portal. It includes navigating to the appropriate page, clicking on various options, entering relevant information, and saving changes. Following this guide will help users efficiently add and manage surgeon preferences, notes, and other relevant data in the web portal.

Jon Quinton
8 steps
27 seconds

Web

Opologic

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

Click "Tools"

Click "Surgeons" in submenu

Find the surgeon you want to edit, click on the line

To edit contact information , click 'pencil 'icon.

Add the details. Click Save Changes

Add preference detail notes. Use drop-downs to select procedures and hospitals. If added in the web that will appear for all users that are allocated this surgeon Click 'add preference' to save

Generic notes can also be added against surgeons where required.