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:To add a contact to a patient record:In the Patient List window, select the patient.

3. To add a contact to an insurance plan record:To add a contact to an insurance plan record:In the Insurance Plan List window, select the plan.

4. To add a contact to an account record:To add a contact to an account record:In the Account List window, select the account.

5. To add a contact to a referring doctor record:To add a contact to a referring doctor record:In the REFERRING DR List window, select the doctor.

6. To add a contact to a provider record:To add a contact to a provider record:In the Provider List window, select the provider.

7. To add a contact to an employer record:To add a contact to an employer record:In the Employer List window, select the employer.

8. To add a contact to an insurance company record:To add a contact to an insurance company record:In the Insurance Company List window, select the company.

9. To add a contact to a school record:To add a contact to a school record:In the School List window, select the school.

10. To add a contact to a laboratory record:To add a contact to a laboratory record:In the Labs List window, select the laboratory.

11. To add a contact to a pharmacy record:To add a contact to a pharmacy record:In the Pharmacy List window, select the pharmacy.

12. To add a contact to a claim record:To add a contact to a claim record:In the Claim List window, select the claim.

13. To add a contact to a completed claim record:To add a contact to a completed claim record:In the Completed Claim List window, select the claim.

2. 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.

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

4. 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.

5. Select an option:

6. If you make contact:If you make contact:Select Made from the Status drop-down list and select the method of contact from the By drop-down list.

7. If you do not make contact:If you do not make contact:Select Need to Contact from the Status drop-down list and select the date by which contact is required from the By drop-down list.

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

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

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

9. Click OK.