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Set Up Professional Types

Use the Professional Types table to maintain a list of the kinds of professionals that work with your patients, such as oral surgeons, periodontists, dentists, and more.

How to Get Here

ViewPoint main menu > System Tables > System > Professional Type.

Choose Your Settings

Choose Record to Work With - Use the Previous and Next buttons, or the dropdown button at the bottom of the table window to choose an existing record to work with.

Display Active / Inactive Records - You can choose whether to include inactive records in your list. Enable either the Show All or Show Active Only option to include/exclude the inactive records.

Create new record- Click New and type a description for the professional type. Then complete the details, described below.
Edit details - Select a record to work with, and review / edit the details. If you just created a new record, it is selected automatically.
- Name - This is the type of professional that works with your patients, not an individual professional.
- Custom fields - You can define the captions for up to 8 user-defined text fields, such as CONTACT NAME and OFFICE HOURS. This provides you with a way to record information that is important for this type of professional. When you add this type of processional to your system, you will see the captions and can enter the appropriate information.
- Custom dates - You can define the captions for up to 2 user-defined date fields, such as LAST MEETING. When you add this type of professional to your system, you will see the captions and can enter the appropriate dates as needed.
- Inactive / active toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Inactive records cannot be selected for your patients.
Save your changes - Click Exit to save the changes you have made and close the editing window.