Manage contacts

What contacts are for

Contacts are the people outside your clinic you deal with regularly — referring doctors, specialists, other providers — kept separate from your patient list since they're not patients themselves.

Add a contact

Go to Contacts and add a new one. Choose a contact type, enter their name and, if relevant, the company they're associated with.

Adding a new contact with a type and name.

Add their email, phone number, and address so they're ready to use wherever you need to reach them.

Using a contact

A saved contact can be linked as a patient's referring doctor, and can be addressed directly on a letter — useful for sending a referral report without adding them as a patient.