The contacts page is essentially your businesses address book. This is where you can store the details of anyone connected to your business who is not a client. For example referring doctors, case managers and third party billers.
There are two types of contacts:
Individual contacts such as Dr Fred Pogozo and,
Business contacts such as Pogozo Medical Center
You can connect individual contacts with business contacts too. This makes it easier to update the contact details, for example of the medical centre down the road has 15 GPs working and they update their email, you only need to update the contacts details once for the business and it will automatically update the details for all 15 of the connected GPs.
Contacts or businesses can also be linked to clients. Making it easy to send letters, invoices or documents to the other members of their healthcare team.
Add a contact
Go to the Contacts tab and click Add New Contact.
Fill in the details of the contact including:
First and last name
Phone number
Email
Profession,
Professional reference numbers and
Any notes specific to that contact
You also have the option to upload documents. This can be great for keeping records of particular post-op protocols from the surgeon or logos or photos.
You can also link the contact to one of your exiting business contacts. For example if the contact is a GP from the local GP clinic, you can link them to the GP Clinics business profile.
Once all details are entered, click Create new contact to save.
Add a Business contact
To create a business contact, go to the Businesses tab and select Add new business contact.
Fill in the details of the contact including:
Business name
Business email
Business phone number
Fax number
Address and
Any relevant notes.
You also have the option to upload documents. This can be great for keeping records of particular referral forms or logos or photos.
When you are finished, click Create new business contact to save.
