Contacts

The Contacts screen provides immediate access to key information about the patient’s Professional and Personal Contacts, as well as the ability to add Contacts, and view and edit information about Contacts.

Access the Contacts screen by clicking on the Contacts tab in the patient record, or by clicking Contacts or View More in the main part of the Summary screen.

The key features on the Contacts tab include:

  1. 1

    Professional and Personal Menu

    Select the menu arrow to switch between Professional and Personal Contacts

  2. 2

    Add New Contact

    New Contacts can be added using this button.

  3. 3

    Current and Historical toggle

    Toggle the buttons in the top right to switch between Current and Historical Contacts.

  4. 4

    Pin icon / PIN Button

    This allows you to pin a contact to the Summary screen. You can pin up to five Professional Contacts and five Personal Contacts to the Summary screen.

  5. 5

    Role

    Click the header and the list will sort alphabetically by Role.

  6. 6

    Contact

    Click the header and the list will sort alphabetically by Contact name.

  7. 7

    Added

    Click the header and the list will sort by the date the Contact was associated with the patient.