10-29-2007 01:58 PM
11-01-2007 06:54 AM
2 Options that I know of:
If you want to link the accounts together, we have created a custom field to hold the "Group Name" i.e Dr Jones Family Medicine.
If you want to track the contact, you may need to create a custom object to hold the related to information, which will link the contact with multiple accounts.
Hope this helps.
11-06-2007 01:53 PM
11-07-2007 01:36 PM
What you could do is create a parent account for each group. Essentially, what happens is that Dr. Jones Family Medicine becomes the parent account. Under the parent account you list out each individual location. These would then be individual records. What we have done is designated a 'type', whereas you would have the type listed as 'MD Group' (just an example) identifying your parent account. Dr Jones Fam Med on 12th street would then fall under the type of 'Dr Office' (another example).
Essentially, you are creating a parent account and associating them with child accounts for each location that falls within the parent, if that makes sense.
The easiest way to set this up would be to start by going into setup>App Setup>Accounts>Fields
You need to create a 'type' picklist. In that type picklist you need to define the parent accounts and the child accounts. If you are storing additional information, you need to define those types as well.
The next best step would then be to add your parent groups. I'd then grab a list of all my drs offices via a custom report (including account ID). You can then use the data loader to mass update your accounts to the appropriate parent accounts. You can also adjust each type as well.
11-19-2007 01:59 PM
That idea sounds like it will work. But how does that take into account a doctor who works at multiple locations?
For example, if X-TOR is the parent account and it has four locations with X-TOR on Thomas being one of those locations. I can see having the parent/child relationship for each of the X-TOR sites.
But, what happens if X-TOR has a doctor who works in all 4 of those locations. How do you handle the need for four addresses in there? If Doctor Smith works at all 4 of those locations, how do you set him up in the system that way? We have some doctors that have as many as 10 different addrsses in our database.