Add contacts such as adjustors, lawyers, referring practitioners, and other external contacts to your system so they can be selected throughout the system when needed. This guide walks you through how to add a new contact, enter their details, and save the contact for future use.
When to Use This
- When you need to add a new adjustor, lawyer, or referring practitioner
- When you need to add another external contact to your system
- When you want a contact to be available for selection throughout the system
What You Need
The contact's relevant information, such as their name and contact details
Permissions
- Access to Settings
Contact your clinic administrator if you don't have the required access.
- Go to Settings
- Under Companies and Contacts, select Contacts
- Click +New Contact
- The Contacts/Edit window will open
- Enter any relevant Details for the contact
- Click Save
Result
- The new contact will be added to your system
- The contact will be available for selection throughout the system where contacts can be assigned or referenced
Things to Know
- You can add a variety of external contacts, including Adjustors, Lawyers, and Referring Practitioners
- Enter as much relevant contact information as possible to make the contact easier to identify and use later
Related Articles
How to Create a Contacts Report
How to Set Up User Types & Edit User Type Permissions