I can't find a contact/patient. Can I create a list of contacts?


Contacts will not appear on the patient list, so if you set a patient's status to Contact, they will not appear in your patient list.

You can create a list of contacts assigned to your practice by running a patient report with the report type set to Contact. To do so:

  1. Click Reports > Patient.

  2. Click New Report at the top-right of the page.

  3. In the Report Type field, select Contact.

  4. Click Run.

RESULT: A list of contacts will be created as a report. You can click on any contact to go to their profile and change a contact to a patient if required.

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