Step 1: Introduction to Member Types Management 0:00
- Learn how to manage Cancer Center Member types in ResearchLogix.
- Understand the flexibility in assigning member types for appointments.
Step 2: Navigate to CCSG Settings 0:19
- Access the CCSG settings in ResearchLogix.
- Select the 'Member Types' option to manage membership.
Step 3: View Current Member Types 0:32
- Review the list of currently available member types displayed on the screen.
Step 4: Add a New Member Type 0:48
- To add a new member type:
- Enter the desired name for the new member type.
- Click on 'Add New' to create it.
Step 5: Edit Existing Member Types 0:59
- To edit an existing member type:
- Click 'Edit' next to the member type you wish to change.
- Make the necessary changes.
- Click 'Save' to apply the changes.