Contacts and Memos > Using Contacts

Adding Contacts

You can add contacts to patient, insurance plan, account, referring doctor, provider, employer, insurance company, school, laboratory, claim, and pharmacy records.

To add a contact to a record:

  1. Select an option:

  2. To add a contact to a patient record:

  3. To add a contact to an insurance plan record:

  4. To add a contact to an account record:

  5. To add a contact to a referring doctor record:

  6. To add a contact to a provider record:

  7. To add a contact to an employer record:

  8. To add a contact to an insurance company record:

  9. To add a contact to a school record:

  10. To add a contact to a laboratory record:

  11. To add a contact to a pharmacy record:

  12. To add a contact to a claim record:

  13. To add a contact to a completed claim record:

  1. Select Contacts > By Date or Contacts > By Type from the Options section of the Express bar or the Options menu. The Contacts for List window is displayed.

  2. Click Add. The Contacts for window is displayed.

  1. Type the contact description in the Re field. The information entered in the field is displayed in the Description column of the Contacts for List window.

  2. Select an option:

  3. If you make contact:

  4. If you do not make contact:

  1. If applicable, select the date you expect a response from the Expected by drop-down list.

  2. If applicable, select the date the response is received from the Received On drop-down list.

  3. Type a contact note or select a default note from the Notes section.

  4. Click OK.