Contacts and Memos > Using Contacts

Editing Contacts

To edit a contact:

  1. Select an option:

  2. To edit a contact for a patient record:

  3. To edit a contact for an insurance plan record:

  4. To edit a contact for a referring doctor record:

  5. To edit a contact for a provider record:

  6. To edit a contact for an employer record:

  7. To edit a contact for an insurance company record:

  8. To edit a contact for a school record:

  9. To edit a contact for a laboratory record:

  10. To edit a contact for a pharmacy record:

  11. To edit a contact for an account record:

  12. To edit a contact for a claim record:

  13. To edit a contact for 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. Double-click a contact and make the changes.

  3. Click OK.