Linking an external contact

Patients -> Demographics -> Outside Providers/Contacts tab 

 

 

To link an external contact to a patient:

 

  1. Click on the Add button next to the External Contacts field (see image above) to display the External Contacts form.


  2. . You can now enter the required information of the contact you would like to add. If the contact is already entered, locate them using the find form. If the contact is also a patient, click on File -> Import from Patient -> select an appropriate patient and the information will fill from that patient's record. You will be able to add a photo to this contact as well by clicking the Add button under the photo section.

  3. Once the data is entered, click on the Save icon on the top of the page.  A new form will display where you can set a start date for the relationship and enter any notes. Click Save. 

  4. Close both open forms. 
  5. You will now see that this external contact has been added to the list.
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