How to use the Contact Management

Our Contact Management tool can be used in a few ways. The first way is to use it for your patient referral sources. You can select from social medias, advertising avenues, patients etc and apply them to your patient files. The second use is as an address book. You'll be able to add contacts such as specialists, practitioners, suppliers etc and use their contact info in your patient letters. This guide will show you how to:

1. Apply a contact as a referral source
2. Add a contact
3. Edit a contact

Here's how to do it.

Apply a contact as a referral source

1. Click on Details from the patient profile.
   
   
   
   
2. Click on the Contact Manager.
   
   
   
   
3. Click on Use this Contact once you have found the right one.
   
   Search your available contacts by filtering for groups (a) or using the search bar (b). You can also "star" your contacts to save them as your favourites.
   
   
   
4. Click on Save Changes.
   

Add a contact

1. Click on the Contact Manager.
   
   
   
   
2. Click on Add Contact.
   
   
   
   
3. Fill in the Contact info.
   
   
   
   
4. Click on Create Contact once you're done.
   
   Clicking on Create and Use (a) will create the contact and apply it as this patient's referral source.

Edit a contact

1. Click on the Contact Manager.
   
   
   
   
2. Find the contact you wish to edit, click on More and then click Edit Contact.
   
   
   
   
3. Click on Save Changes once you have made your edits.
   
   Clicking on Save and Use (a) will save the changes and apply the contact as this patient's referral source.