The contact management feature enables you to track all communications to and from your practice.
Logging contacts creates a history of your office's interaction with:
Patients
Insurance plans
Account guarantors
Referring doctors
Providers
Employers
Insurance companies
Schools
Laboratories
Pharmacies
A contact is automatically logged each time you:
Add a patient to a merge file
Generate a patient quick letter
You can also manually log a contact; for example, to remind yourself of a fax or letter you have received.
When you use the Auto Dialer to call an individual or company or when confirming an appointment, a message asks you to log a contact.