Contacts and Memos > Using Contacts

Editing Contacts

To edit a contact:

1. Select an option:

2. To edit a contact for a patient record:To edit a contact for a patient record:In the Patient List window, select the patient.

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

4. To edit a contact for a referring doctor record:To edit a contact for a referring doctor record:In the REFERRING DR List window, select the doctor.

5. To edit a contact for a provider record:To edit a contact for a provider record:In the Provider List window, select the provider.

6. To edit a contact for an employer record:To edit a contact for an employer record:In the Employer List window, select the employer.

7. To edit a contact for an insurance company record:To edit a contact for an insurance company record:In the Insurance Company List window, select the company.

8. To edit a contact for a school record:To edit a contact for a school record:In the School List window, select the school.

9. To edit a contact for a laboratory record:To edit a contact for a laboratory record:In the Labs List window, select the laboratory.

10. To edit a contact for a pharmacy record:To edit a contact for a pharmacy record:In the Pharmacy List window, select the pharmacy.

11. To edit a contact for an account record:To edit a contact for an account record:In the Account List window, select the account.

12. To edit a contact for a claim record:To edit a contact for a claim record:In the Claim List window, select the claim.

13. To edit a contact for a completed claim record:To edit a contact for 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. Double-click a contact and make the changes.

4. Click OK.