Hospital Contacts

Hospital > Hospital > Contacts

The Contact Information tab records and manages a variety of contact options for each Hospital.

The information recorded on this tab can be included on the Summary tab by ticking the Summary Tab box.

Adding a Contact

To add a Hospital Contact -

1. Select Insert on the Contacts tab.
2. Contact Type – Select the type of Contact being recorded, e.g. Accounts, DON, Email etc. From Data Entry > Types > Contacts
3. Contact – Record name of contact.
4. Summary Screen –Tick this box for the contact to be displayed on the Summary tab.
5. Last Updated – Will automatically be updated by the system when you save a new contact
6. Complete details as required.
7. OK – To save and exit.
8. Cancel – To exit without saving.

Editing a Contact

To edit a Hospital Contact -

1. Highlight the Contact to be edited.
2. Select Edit on the Contacts tab.
3. Change or overtype the information as required.
4. OK – To save and exit.
5. Cancel – To exit without saving.

Deleting a Contact

To delete a Hospital Contact -

1. Highlight the Contact to be deleted.
2. Select delete.
3. Confirm the Contact to be deleted.

Contact Categories

You can group contacts by categories e.g. Regions, State, Department, Positions etc.

All Contacts also appear under the General category.

To open and create a Category:

• Select the Categories button;
• Type the new category type and select Add to List;
• To change the colour of the Category bar, mouse click and then select the new colour;
• Select the Categories for the Client; and
• Select OK.

Use the mouse drag and drop function to add Contacts to a Category.