EHR:
1. Go to Settings
2. Contacts
3. Hit the "+" in the upper right-hand side
PMS:
1. Click on the practice logo in the upper Left-hand corner
2. Click on the "Practice" drop down
3. Click "Contacts" to show your contact list
4. Click on "Add New Contact" in the upper right-hand corner.
5. Enter in the new contact's information, and optionally, click "Contact Method" to choose additional fields you would like included, such as phone number, email, fax, etc.
6. Hit "Save" in the bottom right hand corner. Your contact will now be available in the contact list.
Note: A second way to add a new contact is from the calendar by double-clicking to create a new appointment > Enter the patient's name and click on Select Referring Physician > Select the option to Add a Care Team Member from existing contacts or add a new contact. A Contact can also be added when placing a pathology or lab order if the lab you are looking for is not on your list of Contacts.
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