Why add contacts to the Address Book?
Saving contacts in your Address Book saves time and helps prevent mistakes when you send faxes and texts. Once a contact is saved, you can search for them by name instead of typing their number each time.
How do I open the Address Book?
In your Inbox, click the Address Book button in the top left corner.
Tip: When on the inbox screen, you can type "a a" and the address book will open automatically.
How do I add a contact?
Open the Address Book.
Click New, then click Add a contact / patient.
Fill in the contact's information. See "Which fields should I fill in?" below.
Scroll to the top and click Save.
Which fields should I fill in?
Field | What to enter |
Category | The type of contact. Choose anything except Patient. |
First Name | If the contact is a person |
Last Name | If the contact is a person |
Business Name | Recommended. It makes the contact easier to find when you search. |
Fax Number | The contact's fax number |
Cell Phone | Only needed if you'll text this contact |
Address | Optional |
Note: This article is for contacts like other practices, pharmacies, labs, and vendors. For patients, set the Category to Patient.
How do I use a saved contact?
When you send a fax or text, search for the contact by name or business name. They'll show in the search results.
Can I add many contacts at once?
Yes. You can upload a contact list as a .csv file.