Practice Contacts

Required Role: Owner, Manager, or Staff Administrator

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
  • Practice contacts are used for the client referral source

Practice Contacts: Menu

To edit or review your list of practice contacts:

  • On any screen click (top right)
    • On mobile? Click the gear icon settings
  • 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 Contact Search    search on the right to filter your results
  • If there is a website added, you can click the contact name to load it in a new tab

Clicking the edit button will load the editor page shown below.

  • At the bottom right:
    • Click to delete this contact
    • Click to save any updates