Chun,
This is how to do it:
- Please use epesi as intended, meaning enter all Companies as Companies - I mean Healthare Providers, Vendors, Service Companies etc. and assign them to certain groups. Enter all Companies and Contacts. epesi will use this information to create any possible links you want. In many modules you can use field type Multiselect. You can use this field to put a [Person] or a [C]ompany Use or both. Use groups extensively for both Contacts and Companies and if you need to customize them go to Administrator's panel and open Common Data and enter new ones.
- enter Contacts either as unnasociated with any Company or as contact belonging to a particular company (which in general would be an employer). This is the field in epesi with a label: Company Name
- There is also a field labeled: Related Companies. Go to Administrator menu. Open Language and Translations. Do a search on Related Companies. It should return 2 matches. Click in the left column on the word and in the prompt type: Heathcare Provider. Open Contacts. Here you can enter many Healthcare Providers.
If you want more advanced functionality we developed a module called Relations, where you can create your own relationships. But this is a premium module available for a fee. If you are interested please contact us for details. We customize modules for specific business models or write them specifically to solve a very unique problem. Please try the option described above and if this is not satisfactory contact us.
Ideally post your questions here as this will be an excellent case study for other epesi users to learn from.
Good luck 🙂