In this article Resources, you will learn how to create, manage, edit and delete people, businesses and business contacts from your MediRecords resources contact list.
To access your contact list, open the Resources page (click More -> Resources) and click Contacts.
The contact list is divided into two sections - Service Providers and Health Professionals - and each of these contact lists is covered individually in this tutorial.
To open a contacts list, click on the name of the list.
There are three types of contact lists for service providers - Private, Practice and Community.
Private contacts are created by the user, and are only visible to the user. Practice contacts are created by a local user, and then shared with the practice. And Community contacts are service providers who have requested to have their details registered on the MediRecords Community Website.
By default, the Service Providers contacts page displays a combined list of service providers from all three contact lists. From this page, you can see the name of the service provider, the type of service, the city and state they're located in, the phone number, email, status and sharing status icon (private, practice or community).
To Filter Service Providers from your contacts list, click Filter to reveal a drop-down list. Click to select a filter under the Scope, Status or Provider Type headings. Or select from a combination of all three. Active filters will have a Tick next to the name.
To Search for a Service Provider in your contacts list, click the Search-box and type in a Keyword from the Name of the service provider. Press Enter, and the system will display a list of the closest matches.
To Create a New Service Provider, click New Contact to open the contact form.
Complete the first half of the form (left-hand side) with all the required details.
Navigate to the right-hand side of the form, and click Provider Type to select the provider type.
Click Sharing and select whether the contact is Private, or shared with the Practice.
Complete the rest of the form as required and click Save.
The newly created service provider will now appear in your contacts list.
To Edit a Contact, click the Tick-box next to the name to reveal a list of options. Click Open to open the contact form.
Update the form with all the required details, and click Save.
Contacts can be deleted, however you can only delete contacts that you have created. Both Private and Shared contacts can be deleted. If you have shared the contact with your practice, deleting it will also delete it from the contact list for other users at the clinic. In the cases of shared contacts, it is always safer to update their status, deactivate them and move to them Inactive contact list.
To Delete a Contacts, click the Tick-box next to the name to reveal a list of options. Click Delete to permanently delete the contact.
If you are attempting to delete a contact, but the delete button is grayed-out, this means the contact was created by another user at your clinic, or by the MediRecords Community Website, and the contact can only be deleted by the user that created it.
Click Yes to acknowledge the contact will be deleted.
You can remove contacts from your list by changing the status. Deactivating a contact will remove it from your list, but it will still be available to all other users that it is shared with. Deactivated contacts will still be available by using the Filter in the Patient Education summary, and selecting Inactive under the Status heading.
To Reactivate a Contact, navigate to the list of Inactive contacts (click Filter -> (Status) Inactive to switch to the Inactive list).
To Open a Contact, click the Tick-box next to the name to reveal a list of options. Click Open Contact to view the contact.
Click the Back-arrow to return to your list of contacts.
To Write a Letter to a Contact, click the Tick-box next to the name to reveal a list of options. Click More to reveal a drop-down list, and click Letter to open the letter properties form.
Complete the form with all the required details, and click Save to open the letter writer.
Compose the letter to the contact, remembering to use the merge-fields available on the left-hand side, which can insert information about the practice, contact or patients into the letter which is contained within the database.
To Create a Task Regarding a Contact, for yourself or any other user at your clinic, click the Tick-box next to the name to reveal a list of options. Click More to reveal a drop-down list, and click Create Task to open the task form.
Complete the form with all the required details, and click Save to allocate the task to the selected user (owner).
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