How to Create Patient Contacts

Users can add additional contact information to patient records for family members, friends, or partners. These individuals can be contacted in case of emergency or if the patient cannot be reached. Patient contacts will be included when the prospect record is transferred from CRM to the EMR facesheet.

Creating Patient Contacts

1.  Use the global search bar to locate the patient record.
   
   

2. Then select Contacts from the quick panel menu on the left.
   

3. From the contacts section, click on the Add Contact button.

4. We highly recommend that you fill out every field; however, only the fields listed below with asterisks next to them are required by default:

   1. First Name
   2. Last Name
   3. Relationship
   4. Email

5. In addition to the required fields listed above, you can select other fields as requirements via the visibility controller in Settings. If you have questions about these, please consult with a Superuser in your organization.

   

6. Once you've entered the necessary information, select Save Changes to add the contact.