Add a Contact from the Patient Dashboard

Add a Contact from the Patient Dashboard


  1. On the Patient Dashboard in the Demographic panel, select the Contacts link.

  1. Select the Add button.

Any changes made on the Modify Contact screen will change the Person's Demographic Record as well.

  1. Patient Relationship to Contact: Choose the relationship of the Patient to the Contact.
  2. Title: Optional
  3. Use the Lookup icon on the Last Name field to verify that the person is not already in the System.
  • If found, select the Patient from the list on the Person Records screen.
  • When searching for a Person, only enter part of the Patient's Last and First Name
  • Example: Last Name: Tes and First Name: Bi to look up Bill Test.
  • If not found, close the Person Records screen to enter the Contact's Last Name and First Name on the Modify Contact screen.
  1. Middle Name: Optional
  2. Suffix: Examples: JR, SR, MD, etc. (Optional)
  3. Authorized: Select the checkbox if the Contact is Authorized to receive Patient information.
  4. Emergency Contact: Select the checkbox if the Contact is the person to contact in an Emergency.
  5. Active: The checkbox is checked by default.
  • A Contact can be made inactive by deselecting the checkbox.

  1. The Contacts address can be copied from the Patient or the Guarantor.
  • If the Address is different, enter the Contacts Address.

  1. Enter the Contact"s relevant Phone Number(s).
  • A Cell Phone number is required if the Contact will be receiving Appointment or Balance Reminders by Text Message (Premium Add-On).
  1. Email: If applicable, enter the Contact's email address or select Refused.
  • This field is optional unless the Contact will be receiving Appointment or Balance Reminders by email (Premium Add-On).
  1. Reminder Preference: If the Contact will be receiving Appointment or Balance Reminders, a Preference must be selected (Premium Add-On). Otherwise, leave the field as -Select -.
  2. Note: Optional
  3. Select Save (F2) or Save and Add Another Contact.

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