The directories facilitate quick and easy case entry by standardizing the categories of information entered into Needles. Some directories are displayed as lists from which you select information. Other directories also function as sorting or filtering parameters, used in creating useful reports.
Creating the directories, while not technically difficult, requires thoughtful decisions regarding your office procedures. Once the directories are complete, you will generally find that other than for some minor changes that you make as your system evolves, you will not need to revisit this section. The exception, however, is the Provider directory, which continues to grow as you encounter additional individuals, companies, and services in your practice.
This section discusses the setup and management of the directories.