Add/Edit/Remove a Case Contact

Once the Case is saved, you can Add/Edit Contacts on the Case Dashboard.

Add Contacts to a Case  

1.   From the Patient Dashboard, select the Cases link.

2. From the Cases screen, Select the Case ID.

      3. In the Contact panel, select the Add button.

      4. Enter the Contact information.

      5. Select Save [F2].

 

Edit Contacts on a Case

Any modifications made here will also affect their demographic record.

1. From the Cases screen, select the Case ID.

2. On the Case Dashboard, select the Edit Icon in the Contact panel.

3. Modify the Contact Information.

4. Select Save [F2].
   

    

Remove or Delete a Contact from a Case

If a Contact has changed on a Case, the Contact can be made Inactive or Deleted.

 

Make a Contact Inactive 

1. On the Patient Dashboard, select the Cases link.

2. Select the Edit icon on the Contact in the Contacts Panel.

3. Deselect the Active check box.

4. Select Save [F2].
   

Delete a Case Contact 

If a Contact is deleted, that person will be gone from the Case and the System with no history. It is recommended to Inactivate instead.

 

1. On the Patient Dashboard, select the Cases link.

2. In the Contacts Panel, select the Trash Can on the right on the Contact to delete.

• The Contact will be deleted immediately from the Case and from the System.

• You do not have to save the screen.
  

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