Adding Contacts entries manually

In addition to the Contacts entries that are added automatically by tracking patient contacts, you can add Contact entries manually.

To add a Contacts entry manually

1.   In the Easy Dental toolbar, click Contacts.

2.   Select the patient that you want to add a contact entry to.

3.   In the Contacts toolbar, click Add Contact.

The Add Contact Entry dialog box appears.

 

4.   From the Type list, select the type of contact you want to record:

·        Phone Call - Use if you are making a phone call to a patient and record information about the conversation.

·        Reminder - Use with a future date to remind the office to contact the patient on the specified date.

·        Miscellaneous - Use for any other contact with the patient for which you want to keep a record.

·        HIPAA Privacy - Use to track patient information disclosure history, and to track other privacy related notes for patients, providers, staff, and referrals.

5.   Click the Prov/Staff search button.

The Select Provider dialog box appears.

6.   Select the provider or staff member to assign to this contact type, and click OK.

7.   In the Add Contact Entry dialog box, do the following:

·        Description - Type a short description for the contact entry.

·        Note - Type a detailed description of the contact entry.

·        Date - Change the date of the contact entry, if necessary.

·        Time - Change the time of the contact entry, if necessary.

8.   Click OK to save your changes.