About Contact Finder
Path: Clinical tab > Patient Chart button > Family Contacts > Add button
Path: Practice Management tab > Patient Chart button > Family Contacts > Add button
Path: Billing tab > Patient Chart button > Family Contacts > Add button
The Contact Finder displays all of the patient's contacts in a window that is easy to navigate and sort. From here you can view all of the patient's contacts. These contacts appear in the Patient Register in the Contacts tab.
If a new contact is entered but contains the same information of an existing contact when registering a new patient that is a sibling to another established patient, this creates a duplicate that needs to be merged in order to link the family member.
|Note: Duplicate Contacts will adversely affect the Patient Portal and must be merged.|
Contact Manager Map
|Contact List||The Contact List grid displays the list of contacts based upon the tab selected. The tabs at the bottom of the Contact Finder contact list split the contacts alphabetically.|
|Search bar||The Search bar locates the contact in the contact list.|
|New button||The New button adds the selected contact to the family contacts on the patient's chart.|
|Merge button||The Merge button merges two contacts together. Hold down the Ctrl button to select multiple contacts. Two contacts must be selected in order for the Merge button to become active. Only two contacts can be merged at once.|
|Tabs A - Z||The tabs at the bottom of the Contact Finder window split the contacts alphabetically.|
|Select button||The Select button closes the Contact Finder window.|
There is no Contact Finder window map for OP 14.