Manage an Address Book Contact

Location:  Address Book

To add a contact:

1.Click ADDRESS BOOK.

2.Click New.

3.Select either 1) Add a Contact/Patient or 2) Add a Contact Group.

4.If adding a contact or patient, enter the following information:

•Prefix

•First Name  

•Middle Name

•Last Name  

•Suffix

•Business Name

•DOB

•Category

•If the contact is a patient, select Patient. 

•If the contact is not a patient, select one of the other categories.

•Email

•This field is used for a standard email address or a Direct address.

•If the contact has both, create two entries in the address book.

•Home Phone

•Fax Number

•Sex

•EHR Patient ID

•Default Provider

•Applicable to select EHR systems

•Address 1

•Address 2

•City

•State

•Zip

•Cell Phone

•Work Phone

•Work Extension

•Reminders Only By  (applicable only if the contact is a patient and the practice has purchased the Reminders product)

oPractice Preference

oEmail

oTelephone-Home

oTelephone-Cell

oText Message

oNo Reminders

•Voice Reminders Language (applicable only if the contact is a patient and the practice has purchased the Reminders product)

oEnglish

oSpanish

5.If adding a contact group:

•Enter a Title.

•Search and select one or more existing contacts to add to the group.

•If the contact doesn't already exist, click Quick Add to add the contact, then add them to the group.

•To remove a contact from the group, click the X by the contact's name.

5.Click Save.

6.Click X to close the window.

To change a contact:

1.Click ADDRESS BOOK.

2.Enter the contact's name, address, or number in the Search box.

3.In the Search results list click the contact's name.

4.Enter changes.

5.Click Save.

6.Click X to close the window.

To inactivate a patient or contact in the Address Book:

1.Click ADDRESS BOOK.

2.Search for the patient or contact to inactivate.

3.Uncheck Active.

4.Click Save.

5.Click X to close the window.

To delete a contact in the Address Book (note: patient contacts cannot be deleted only inactivated)

1.Click ADDRESS BOOK.

2.Search for the contact to delete.

3.In the address book list, click on the contact to delete.

4.Scroll to the bottom of the page and click DELETE CONTACT.

5.Click YES, CONTINUE THIS OPERATION.

To update an existing contact group:

1.Click ADDRESS BOOK.

2.Search for the contact group.

3.Select the group to update.

4.Use the Add Additional Individual Names field to search and select contacts to add.

5.Click the X by an existing contact's name to remove them from the group.

6.Click Save.

7.Click X to close the window.