Using Experts > Using the Contact Expert > Handling Contact Expert Tasks

Adding Contact Memos

Use contact memos to add reminders about pending contacts with patients and insurance companies. Memos are also a convenient means of interoffice communication and personal reminders. When you create a memo, you specify when the reminder first appears and how often it is displayed.

To add a contact memo:

1. In the Contact Expert window, select a record from the list in the left pane.

2. Select an option:

3. To create a memo for the current contact:Select Create Memo from the Options section of the Express bar or the Options menu.

4. To create a memo for a previous contact:Select a contact from the Previous Contacts section of the page and select Create Memo from the Options section of the Express bar or the Options menu.

The Memos window is displayed.

3. To change the date on which the memo first is displayed, click the Appear On drop-down list, select a date, and click OK.

4. Select how frequently you want the memo to appear from the Frequency drop-down list.

5. Type the sender’s name in the From field.

6. Type the memo recipient’s name in the To field.

7. Type the message text in the Message field.

8. Click OK.