Contacts

Contacts

Contacts

    Add a header to begin generating the table of contents

    Create New Contact

    1. Click Contacts
    2. Click the Plus button to open the “Edit Contact” window > fill out the Info, Credential and Billing tabs
    3. Click Save and Close

    Open / Edit Existing Contact

    1. Click Contacts
    2. Double-click the correct contact to open it

    Sort Contacts

    1. Click Contacts
    2. Click a column heading (e.g. Company, Code, Last Name, First Name, etc.) to sort by it
      1. Or click the same column heading again to reverse it
    3. Click the Clear button to reset it

    Search Contacts

    1. Click Contacts
    2. Enter search criteria in the search box
      1. Or click a column heading (e.g. Company Code, Last Name, First Name, etc.) to search by it
      2. Or select criteria from the Filter By menu > enter value to filter by
    3.  Click the Search Contact button
    4. Click the Clear button to reset it

    Reference Guide

      Add a header to begin generating the table of contents

      Edit Contact Window

      • Full Name: enter the contact’s name
      • Category: select the contact’s category (e.g. User, Primary / Referring MD,  Pharmacy, etc.)
      • M: enter the contact’s mobile phone number
      • Status: select whether the contact is active or not
      • Notes: enter notes relevant to the contact’s information

      • Stamps: upload stamp files to be associated with the contact
      • Auto Correct: enter auto-correct rules
      • Quick Message: enter quick message rules
      • Add Signature: add ePad signature or upload signature files to be associated with the contact

      • Notes: enter notes relevant to the contact’s billing information

      Contacts Toolbar

      • Search Box: enter a patient’s name, DOB, or account number to search for them
      • Filter By: select the criteria to filter contact’s by (i.e. Zip, City, State, Group)
      • Clear: clears the search contact
      • Print: enter a patient’s name, DOB, or account number to search for them
      • Tabs: view contacts by category

      Advanced Configuration

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        Configure Categories

        1. Click Settings > click System Configurations > expand Contact > click Category
        2. Click the + button to add an entry > enter the Contact Category and Data Type

        • Contact Category: the name of the contact category

        Configure Custom Fields

        1. Click Settings > click System Configurations > expand Contact > click Custom Fields
        2. Click the + button to add an entry > enter the Field Name

        • Field Name: the name of the custom field

        Configure Groups

        1. Click Settings > click System Configurations > expand Contact > click Group
        2. Click the + button to add an entry > enter the Contact Group and Data Type

        • Contact Group: the name of the contact group

        Configure Status

        1. Click Settings > click System Configurations > expand Contact > click Group
        2. Click the + button to add an entry > enter the Contact Status and Data Type

        • Contact Status: the name of the contact status