Adding contacts  

You can add contacts to eDex and organize them by category. By default, all new contacts are added to the My Contacts category, but you can add categories as necessary to organize your contacts according to the criteria you define. You can also set filters that you can use to search by the categories that you have defined.

To add a contact

1.   In the eDex toolbar, click the New Contact button.

The Add New Contact dialog box appears.

2.   Do one of the following:

·        Category - Select a category from the list.

·        Category Setup - Click to add a category. To learn more, click Adding categories.

3.   Type the following Contact Information:

·        Contact Name (Since the patient list is alphabetized according to your patients' surnames, consider entering the contact's surname followed by the contact's given names when you are adding personal contacts.)

·        Company Name

·        Email Address

4.   Type the following Address Info:

·        Street 1

·        Street 2 (If necessary)

·        City

·        State

·        Zip

5.   Type the following Phone Info:

·        Preferred

·        Work

·        Fax

·        Mobile

6.   Click Save.