Settings: Contacts Tab

From the Contacts settings tab, you can create contacts categories like Insurance, Provider, Referrer, or Other.

The Insurance, Provider, and Referrer type contacts are defaults and cannot be deleted. 

Add Contact Category

You can add custom contact categories as needed.

1. To add more categories, click Add Item and a field will appear.
2. Enter the category name.
    
3. Click Update to save your changes.

Contacts Tab

These contact categories are used as to group and filter contacts on the Contacts tab.