Patient Contacts

Patient > Contacts

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

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

Contacts selected for the Patients Summary tab also appear in Patient hotkeys in the Shift Request, Rating and Roster screens.

Adding a Contact
To add a contact to a Patient –

1. Select Insert on the Contacts tab.
2. Contact Type – Select the type of Contact being recorded, e.g. Next of Kin, Mobile, Residential Address.
3. Summary Screen -Tick this box for contact to be displayed on the Summary tab.
4. Complete remaining details as required.
5. OK – To save and exit.
6. Cancel – To exit without saving.

Editing a Contact
To edit a contact -

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

Deleting a Contact
To delete a contact -

1. Highlight the contact to be deleted.
2. Select Delete.

Contact Categories
You can group contact by categories e.g. Regions, State, Department, Positions etc.

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.