Adding and Editing Contacts

Brief Outline

Contacts are external stakeholders that you add to your address book so you may address letters to them, include them in procedure bookings, and print their information on operating lists. This can include providers such as referrers and assistants, and other third-parties such as account holders. 

 

Short Version

  • Click on Contacts > Add New Contact or search and select an existing Contact
  • Search for the provider or fill in/edit their Personal Details
  • Select a Preferred Method of Communication (if required)
  • Fill in/edit their Work Location information
  • Click Save

 

Instructions

Adding a Contact

1. Click on the Plus icon beside Contacts on the side-bar. 
Contacts_bar.png

2. Search for a provider or enter the Contact's details.

Searching for a Provider:

You can use the search field to search for a provider in the Medical Objects, Argus, or Healthlink directories individually, or all at once. This allows you to import their secure messaging address from the Secure Messaging provider's database. 

1. Select a Secure Messaging provider from the Select Provider drop-down or select All to search the combined databases of all providers.

Select_Provider.png

 

2. Type the provider's first or last name, or location into the Search field. 

Search_for_Provider.png

3. If a match is found, select the provider from the drop-down list. 

4. Their secure messaging address will then be automatically populated from the selected database/s into the Work Location panel.
Work_Location.png 

5. Fill in any empty fields with information for the provider. 

6. Ensure that the provider's correct Preferred Method of Communication is selected from the drop-down menu.

A) If you have a subscription to Medical ObjectsArgus, or Healthlink, and have chosen to import the provider's secure messaging details from their database, then the Preferred Method of Communication will automatically be set to that provider. The format for sending will also automatically be set to those compatible with the receiving platform (PDFPlain Text, or RTF). 

B) If you do not have a subscription to Medical ObjectsArgus, or Healthlink, but you have used their database to import the provider's secure messaing details, then their Preferred Method of Communication will automatically be set to Post - Letter. This is to avoid errors at the time of sending the letter.

Preferred_method.png

7. You may wish to link your Contact to an existing Company record by selecting them from the Practice Name drop-down menu.

i) The Company record must already exist in your address book before you will be able to select them from this list. Follow the instructions within this guide to add a new Company

 

8. Click Save.

Save.png

 

Adding a Contact Manually 

1. Click on the Plus icon beside Contacts on the side-bar. 
Contacts_bar.png

2. Fill in the fields provided for your Contact. The following fields are mandatory fields that must be filled before you will be able to save the record:

  • Title
  • First Name
  • Last Name
  • In Following Formats (Sending format)

3. You may wish to link your Contact to an existing Company record by selecting them from the Practice Name drop-down menu.

i) The Company record must already exist in your address book before you will be able to select them from this list. Follow the instructions within this guide to add a new Company

4. When complete, click Save.

Save.png

 

Editing a Contact

1. Click on the Contacts option in the side-bar to open the address book. 

Contact_List.png

2. Search for the Contact by surname in the field provided.
search_contacts.png

3. Click on the Edit button beside the Contact record in the list.
edit_pencil.png

4. Make any necessary adjustments to their record. You may wish to refer to the Search option mentioned above to search for their secure messaging address in the Secure Messaging directories.

 

5. Click Save to finalise your changes. 
Save.png

 

Further Reading

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