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

This is always done automatically. When you send a referral or a fax related to a patient, the contact used is automatically added to that patient’s Preferred Contacts. You can view these contacts from the patient chart by accessing Preferred Contacts.

Link a Contact to an Employer

1. Go to the contact’s menu.

2. When adding or managing a contact, use the Employer Association section to link employers.

   

3. Search for the employer and select it from the list. You can add as many associations as needed, then click Save.

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