A 'Contact' can be created when a Policy Holder or Guarantor is required, but the Guarantor or Policy Holder needed is not a patient in the practice and does not have a patient's file. It will be the preference of the practice whether to add that person as a contact or simply add a patient's file for that person. If that person is the Guarantor or Policy Holder for more than one patient, it would be more efficient to add a patient's file. Once configured as a patient, they can be set as the Guarantor or Policy Holder for any patients in the system. If adding as a Contact, they would need to be added as a contact in each patient's file where appropriate.
Instructions
- Access Patients > search for and open a patient > Family/Contacts.
- Click the + icon.
- Select 'Add Contact.'
- In the Add New Contact modal. complete all required fields.
- Click 'Add.'
Note: If the Contact will be designated as the Policy Holder for the patient, the policy information must first be added to the Contact file. An Insurance tab displays when 'Add' is selected for a new Contact.