Overview
This user guide outlines the step-by-step process for efficiently managing health professional contacts.
Table of Contents
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🎓 Accessing Health Professionals Contacts
- Navigating to the Health Professionals section in Contacts
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🎓 Creating a New Health Professional Contact
- Add a new health professional to your contacts.
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🎓 Managing Practice and Private Health Professional Contacts
- Edit, activate, or deactivate contact details.
🎓 Accessing Health Professionals Contacts
1. Access the submenu options by clicking on More in the Navigation Menu to expand the list.
2. Click on Resources.
3. Click on Contacts.
4. Click on Health Professionals.
5. Review the Health Professionals grid list.
ℹ️ The grid list consists of MediRecords community-shared contacts, accessible to all users of the platform. Click on the drop-down arrow next to a contact to expand and view additional information.
🎓 Creating a New Health Professional Contact
6. Click on New located above the grid list.
7. Make sure to fill out all fields that are relevant to your new contact.
8. Specify whether you're sharing this information with the Practice or keeping it Private in the sharing field.
ℹ️ When selecting Private, only you, as the user, will have access to the content. Opting for Practice will make the content accessible to all users within your practice.
9. In the User Category field, choose the appropriate option from the provided list that best categorises your contact.
10. Enter in the contacts Provider No. if applicable.
ℹ️ The Provider No. field is optional when adding a new contact. However, if you plan to send letters via secure messaging you must enter the Health Professionals Provider No. here for validation in the next step.
11. Click the dropdown arrow and choose the Secure Messaging Provider your Practice is registered with.
ℹ️ To send letters via Secure Messaging, both the Practice and the health professional contact must be registered with the same Secure Messaging Provider. The validation process in the next step will confirm if successful.
12. Click on Validate.
13. Check the top of the screen; if validation is successful, it will be displayed as shown here.
ℹ️ Successful validation means you can send letters to this contact via secure messaging. Unsuccessful validation indicates that either your practice or the contact is not registered with that Secure Messaging Provider, and you won't be able to send letters via secure messaging to that contact.
14. Select Save to finalise and apply the changes made.
ℹ️ Your new contact will now be available in the Active Service Provider Grid list.
🎓 Managing Practice and Private Health Professional Contacts
15. Utilise the search bar above the grid to find a specific contact for management purposes.
16. Alternatively, you can filter by Practice or Private contacts by clicking on the Filter option located above the grid list.
17. Check the box to filter by Practice and/or Private contacts.
18. Select the checkbox beside the contact you want to manage.
19. Above the grid list, make your selection for managing purposes.
ℹ️ Each option provides specific actions.
Open: Allows you to review and modify the contact. Remember to save any changes made.
Delete: Permanently removes the contact. Please note this action cannot be undone.
Status: Deactivates an active contact. To reactivate an inactive contact, filter by Inactive, check the box, and click Status then Activate.
More: Offers additional actions -
Print: Generates a contact card for printing.
Letter: Creates a new letter addressed to the contact.
Create Task: Sets a reminder or adds a task to your to-do list.
We value your feedback! If you have suggestions for improving this guide, please contact our support team.
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