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Practice Contacts
Practice Contacts allows you to manage your list of contacts used within the practice, which we use for a few things within the system.
- You can use it as a general list of your practice contacts to keep on hand
- We use practice contacts fax numbers when you fax a referral source (more information: Faxing a Referral Source)
- Practice contacts are used for the client referral source (more information: Client Referral Source)
Practice Contacts: Menu
To edit or review your list of practice contacts:
To access, on any screen click (top right):
phone_iphone Using a mobile device?
Access settings using the gear icon settings (top right) shown here:
- Find the section titled Practice Contacts
- Click either or
- This will bring you to your list of practice contacts:
- To create a new practice contact, click (top right)
- Click the Edit edit icon to view their advanced profile and edit any fields
- Click the Delete delete icon to delete the practice contact
- Use the on the right to filter your results
To view or edit a contact, click the Edit edit button:
