eDex overview  

eDex is an electronic contact manager and directory to which you can attach patient notes. You can use eDex to manage and quickly search lists of patients (active, inactive, or archived), employers, insurance carriers, labs, non-patients, providers, staff, referrals, and any other contact you may want to remember. Using eDex, you can create custom contacts and contact categories to filter the Contacts List or even locate a patient's next appointment.

Click the topics below to learn more:

·        The eDex window

·        The eDex toolbars

·        Adding contacts

·        Editing contacts

·        Deleting contacts

·        Searching for contacts

·        Adding an eDex note

·        Adding note templates

·        Editing note templates

·        Appending patient notes

·        Adding categories

·        Changing category colors

·        Setting filters

·        Enabling the lock down feature

·        Locating next appointments

·        Viewing employer information

·        Viewing insurance information