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:

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

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

  5. To print a contact for a provider record:

  6. To print a contact for an employer record:

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

  8. To print a contact for a school record:

  9. To print a contact for a laboratory record:

  10. To print a contact for a pharmacy record:

  11. To print a contact for an account record:

  12. To print a contact for a claim record:

  13. To print 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. 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.