Linking a Contact to a Patient or Employer

You can link saved contacts to patients or employers as Preferred Contacts. This makes it easier to keep track of the providers, labs, or organizations you work with most often.

Link a Contact to a Patient

  1. Go to the patient’s chart.

  2. Open the Preferred Contacts section.

  3. Click on Add.

  4. Search for an existing contact or add a new one.

  5. The contact will now appear in the patient’s Preferred Contacts list.

Automatic linking:

  • When you send a fax related to a patient, the contact used is automatically added to that patient’s Preferred Contacts.


Link a Contact to an Employer

  1. Go to the employer’s profile.

  2. Open the Preferred Contacts section.

  3. Click on Add.

  4. Search for an existing contact and select it.

  5. The contact will now appear in the employer’s Preferred Contacts list.

Automatic inheritance:

  • All patients linked to that employer automatically inherit those Preferred Contacts.

Manage Linked Contacts

  • You can edit or remove linked contacts at any time from the patient or employer record.
  • Removing a contact from an employer’s Preferred Contacts also removes it from all patients connected to that employer.