Contacts

  • Updated

In the Contacts tab your organization may create a local database of Referrers, Insurances, Providers, and any other custom category contacts you wish to add.

Referrer contacts interact with the patients' information tab (facesheet), allowing referrer fields and discharge-to facility processes to be auto-completed. The data entered in Contacts will also appear when referrer reports are run under Reports.

Provider contacts can have appointments booked in the facility's Calendar.

Click on the Contacts tab in the header to begin.

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Searching for Contacts

You can search for existing contacts by typing a name, location, or phrase into the Search field.

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Creating a New Contact

To add a new contact, click on the + New Contact button.

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Type the contact's name in the Company/Facility Name field, then click the Add button.

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Once the contact's name is entered, click Add.

None of the following fields are required, but it is best practice to fill out as many fields as you can.

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While most of the fields are fairly self-explanatory, the following have a few elements that are worth noting individually.

  • Contact Type: Select the contact type from the drop-down.

Important
These options are customizable, and can be edited under Settings > Contacts.

  • Company Name: Although entered previously, it can be edited at any time.
  • Short Name: The acronym or shortened name displayed in the Occupancy View and the Bed Board Display.

Adding Contacts

To add a new contact, click on the Add Contact text and complete all fields as needed. You may add as many contacts as desired. If you need to delete a contact entry, click on the red x Delete Person.

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Once a contact is saved, the entry will display under Contacts alphabetically by company name with individual contacts nested beneath. 

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If a person has an email entered, you can click on [email] to send them an email.

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If any notes have been included, clicking on the Notes button will display them in a pop-up window.

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Filtering Contacts by Categories

Clicking on a category in the Categories section will filter and display contacts in the selected category. For example, if you click on Referrer, you will see all of your referrer contacts.

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Exporting Contacts

To export existing contacts, click the Export button. The file will download to your computer.

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