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. Contact Panel: Enter the Contact Name.
5. Additional Info Panel: Enter Contact's address or copy from the Patient.
6. Contact Info Panel: Enter Phone/Fax numbers, Email address, and Reminder Preference, if applicable.
7. Note Panel: Enter an Internal Note if needed.
8. Select Save [F2].

Modify Contacts on a Case

 Any modifications made here will also affect their demographic record.

1. Select the Cases link on the Patient Dashboard

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

3. On the Case Dashboard, select the Modify Icon in the Contact panel.

4. Modify the Contact Information.
5. 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 Modify 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 need to save the screen.