Orion's New Practice Management Features

If you are using Orion’s Practice Management Software, there are 2 new features available to you in 2014.
The first involves the User Record and includes four new fields under the “Other” tab. These include Gender,
Direct Dial, Fax and Complimentary Close.

Many of you will find this useful, as previously a separate template needed to be created for each user if they
wanted their direct dial phone number on the document instead of the main phone line. Now, a template can
be created which will insert this field for you. Also, the email field underneath the general tab was also added
as an additional field to be used in document template creation.

Another new feature is in the Document Library itself. When you are creating a document, you can now
choose who you want the author to be. Orion previously assumed the author was whoever Orion was
currently logged in as. To change the User, go to the screen where you are choosing which document you want
to create and simply change the Document Author in the drop down. This will insert that particular User’s
information into any fields that are marked as “Current User” in the document template.

The next two pictures will show examples of a document created with the template above.