Managing Existing Service Provider Contacts

Managing Existing Service Provider Contacts

In addition to storing a wide variety of contact data on service providers, MediRecords offers several functions you can use to manage them. This tutorial will provide a concise explanation of each feature.

When you check the box of one contact, the following options appear. You also have the Search bar on the right to find contacts quickly.

Open

You can only open one contact at a time. Check the box next to a contact and click Open.

You will be brought to the profile of the contact. If the Share level is Private or Practice, you will be able to edit.



Depending on the Share level, the profile may display as read-only. For example, if we try to open this contact whose Share level is Global Contact.



We will get a read-only profile as shown.

Delete

You can only delete contacts you have created. To delete a contact, check the box next to the name and select Delete.

*NOTE: This is a permanent action and cannot be reversed.

You will be shown a warning message.

Click Yes if you wish to proceed. 

Search
Click the search field and type in a search term - this can match the Name, Provider Type, Suburb/City, State, Phone, and/or Email.

For example, we will search "Pathology". Enter the term and click the search icon. Alternatively, hit Enter or Return on your keyboard.

This will list all contacts that match this term.

Letter
You can send a letter to one contact at a time. Check the box next to the contact, click More, and select Letter.

You will be taken to the New Letter window. Fill this out as needed.

Create Task
You can create a task regarding the contact. Check the box next to the contact, click More, and select Create Task.

The New Task form will show. Fill this out and click Save.

Deactivate/Activate
You can change the active status of one or more contacts. Check the box next to the contact name, click on Status, and select Deactivate.

The contacts will now be Inactive. To reactivate, change the Filter to display Inactive contacts only - make sure you de-select Active. 

Similar to deactivation, check the box, click Status, and select Activate.
The contact will now be Active again.