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