Overview
Use Contacts to manage referrers and organisations, then pull them into Meddbase referrer letters (including CCs and key people).
Create and manage contacts
Open Contacts and click Add.
Enter details (person or organisation). Add one or more addresses.
Save. Edit later to update or add key people and additional addresses.
Share with your organisation
Choose whether a contact is personal or shared with your organisation.
Shared contacts are visible to team‑mates, supporting consistent letter workflows.
Use in referrer letters
From your session, click Push → Meddbase and select Referrer Letter.
Pick the contact and address (or key person) and add CC contacts if needed.
Submit the push. We log the attempt and response.
Tips
Always add at least one address for referrer contacts—pushes require it.
Keep contact records tidy for faster letter sending and fewer validation errors.