Manage Patient’s Contacts

1. Click Patient list > Select a Patient > Patient Demographics menu
2. In the Contacts tab, the provider can add and manage the patient’s contacts based on their family members.

3. To add a patient contact, click on the “Add Contact” button.
4. In the Add Contact pop-up, enter the following details:

• Select Patient (If the contact is also a patient in EHR)
• Contact’s First Name
• Contact’s Last Name
• DOB
• Sex
• Relationship type
• Phone Number
• Email ID
• Address (Street, City, State, Zip)

5. Click the “Save” button to save the family contact information of the patients.
6. To view or edit the contact information, select the “View/Edit Contact Info” button under the “Manage” dropdown.
7. In the edit contact popup, change or edit the information and click “Save” to update the changes.
8. To remove the contact information, click on the “Remove” button under the “Manage” button.