What Contacts is for
The Contacts list holds people and businesses your clinic works with who aren't patients — suppliers, referring doctors, and other business contacts. Keeping them separate from your patient list keeps both lists focused and easy to search.
- How Contacts differs from your patient list
- How to search and filter contacts
- How to add a new contact
- How to edit an existing contact
Searching and filtering
Use the search bar to find a contact by name. Filters let you narrow the list further — for example, to view only suppliers or only referring doctors — which is useful once your contact list grows.
Adding a contact
Open Contacts
Go to <strong>Contacts</strong> from the sidebar.
Click Add Contact
This opens the contact form.
Enter the contact's details
Fill in name and contact information, and a category or type if your clinic uses one (such as supplier or referring doctor).
Save the contact
Click <strong>Save</strong> to add it to the list.
Editing a contact
Find the contact
Search or filter to locate the contact.
Open the contact
Click the contact row to open its details.
Update the details
Change any fields that need updating.
Save your changes
Click <strong>Save</strong> to apply the update.