Components Guide: Managing Specialties

Introduction

This tutorial provides a comprehensive guide on managing the Specialties component within the Remedy CMS. Understanding how to utilize this component is essential for effectively powering the tiles for your primary specialties and services, as well as enhancing the look-up filter for your providers.

Step 1: Accessing the Specialties Component

To begin managing your specialties, follow these steps:

1. Log into your Remedy CMS account.
2. Navigate to the dashboard.
3. Locate the "Components" section in the main menu.
4. Click on "Specialties" to access the Specialties component interface.

Step 2: Adding a New Specialty

Once you are in the Specialties component, you can add a new specialty:

1. Click on the "Add Specialty" button.
2. Fill in the required fields:
   • Specialty Name
   • Description
   • Related Services (if applicable)
3. Save your changes by clicking the "Save" button.

Step 3: Editing an Existing Specialty

To modify an existing specialty, follow these instructions:

1. In the Specialties list, find the specialty you want to edit.
2. Click on the "Edit" icon next to the specialty.
3. Update the necessary fields.
4. Click "Save" to apply the changes.

Step 4: Deleting a Specialty

If you need to remove a specialty from your system, do the following:

1. Locate the specialty you wish to delete in the list.
2. Click on the "Delete" icon.
3. Confirm the deletion when prompted.

Step 5: Utilizing Specialties for Provider Filters

To enhance the provider look-up filter using specialties:

1. Ensure that all relevant specialties are added to the system.
2. Navigate to the Provider component settings.
3. In the filter settings, select the specialties you want to include.
4. Save the settings to apply the filters.

Tips for Effective Management

• Regularly review and update your specialties to ensure they reflect current services.
• Use clear and descriptive names for specialties to improve user experience.
• Test the look-up filter periodically to ensure it functions correctly for users.

Conclusion

Managing the Specialties component in Remedy CMS is crucial for optimizing your service offerings and improving provider search functionality. By following the steps outlined in this guide, you'll be able to add, edit, and delete specialties with ease, ensuring your system remains up-to-date. Moving forward, consider regularly auditing your specialties to maintain an organized and efficient management system.