Contact Notes, Servicing Clinics, Accounts, and Documents

Each Contact profile has a right sidebar of menus with different information about the contact (Contact Note, Servicing Clinics, Accounts, and Documents). This document reviews the different menus.

Contact Notes

You can write notes about the contact when editing, creating a contact, or when in the contact profile. These notes are used to highlight important information about the client that you need to consider when planning a visit.

Add/Edit Notes

You can use the (...) menu to open the Add/Edit Note options.

Servicing Clinics

The Servicing Clinics menu displays the clinics where the contact is providing referrals.

Accounts

The accounts here are the different organizations where the contact works. A contact can be associated with multiple accounts.

Add Account

1. Accounts can be added by clicking the (...) menu and selecting the Add Account.
2. You can then search for the Account using the pop-up window by choosing from the suggestions and clicking Add Account.

Remove Account

1. To remove an account, click the checkbox for the account you want to remove.
2. Then use the (...) menu to select Remove Account.

Documents

You can attach a variety of documents, for instance, those that contain specific protocols for physician patients.

Add Documents

1. To add a document, open the (...) menu then select Add Document.
2. Search for the document from your computer files, select the document click Add Document.

Delete Files

1. Delete files by selecting the file you want to remove using the checkbox.
2. Then use the (...) menu to select Remove Document.