Contacts Overview

The Contacts feature helps you keep key information—such as phone numbers, fax numbers, and emails—organized in one place. You can add contacts individually or upload a full list using a CSV file.

Once saved, contacts are easy to access across the platform and can be linked to patients or employers as preferred contacts.

Adding Contacts

You can add new contacts in two ways:

• Manually: Select Add > Contact and fill in details like name, specialty, NPI, phone, fax, email, and address.

• CSV upload: Select Add > Upload CSV to import multiple contacts at once. Match each column in your file to a system label (e.g., name, fax number, email) before confirming the upload.

  

Patient Preferred Contacts

When you send a fax related to a patient, the selected contact is automatically added to that patient’s Preferred Contacts. You can view and manage these contacts directly from the patient chart.

This makes it easy to keep track of the specialists, labs, or providers most often involved in a patient’s care.

Employer Preferred Contacts

For employers, you can also set up Preferred Contacts. These will automatically be suggested when sending a fax related to all patients linked to that employer, so there’s no need to add them individually.

Fax History

On the Contacts screen, you’ll find a shortcut to the Fax inbox filtered by that specific contact. This gives you quick visibility into past fax communications with providers, labs, or organizations.

Contacts keep your key connections organized in one place, making communication faster and easier.