How to add a Patient's Contacts

  • Updated

This section allows you to add External Practitioners, Referring Practitioner, Lawyers, Vendors, Adjustors and other custom-added contact types to the patient profile.




How to create Contact Types

Go to Settings>Contact Types.  Add a New Type.


How to add Contacts

a. Go to Settings>Contacts. Select "New Contact".

b. Under the Patient Profile, General Tab, Contacts section, select the down arrow at end of a row.



You can also add a contact from the Patient Profile.  The contact will be saved under Settings, Contacts.

When you start typing the name of the contact in a blank field you can select from names you entered.

Create a Contact Report

Go to Reports, under the Statistics section select the Contact option.


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