Printing Contacts
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Contacts and Memos > Using Contacts

Printing Contacts

You can print a list of contacts logged during a specific period for an individual or company.

To print a record contact:

  1. Select an option:

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

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

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

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

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

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

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

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

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

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

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

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

  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. Select the contact and click Print, or select Print from the Options section of the Express bar or the Options menu. The Output Options window is displayed.

  3. Select the output option and click OK. The Contact List Report Setup window is displayed.

  4. Select the starting and ending dates from the drop-down lists.

  5. Select Print one contact note per page to print the entire content of each note on a separate page.

  6. This option is disabled if you are exporting to Excel.

  1. Click OK.