Contact Manager

Version 14.19

About Contact Manager

Path: Practice Management tab > Contact Manager button

The Contact Manager displays all of your practice's contacts in a window that is easy to navigate and sort. From here you can view all of your 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

Number
SectionDescription

1

Contact ListThe Contact List displays the contact list.  The tabs at the bottom of the Contact Manager contact list split the contacts alphabetically.

2

Search barThe Search bar locates the contact in the contact list.

3

Merge buttonThe Merge button merges two contacts together. Hold down the Ctrl button to select multiple contacts. Only two contacts can be merged at once.
4
Tabs A - ZThe Tabs at the bottom of the Contact Manager window split the contacts alphabetically.
5
Done buttonThe Done button closes the Contact manager window.
Version 14.10

About Contact Manager

Path: Activities Menu > Contact Manager (Keyboard Shortcut keys: [Alt][A][C])

The Contact Manager displays all of your practice's contacts in a window that is easy to navigate and sort. From here you can view all of your 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

Number
SectionDescription

1

Contact ListThe Contact List displays the contact list.  The tabs at the bottom of the Contact Manager contact list split the contacts alphabetically.

2

Search barThe Search bar locates the contact in the contact list.

3

Merge buttonThe Merge button merges two contacts together. Hold down the Ctrl button to select multiple contacts. Only two contacts can be merged at once.