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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 a number of 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 in a quick manner.

service_providers_functions.png

Open

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

service_providers_open.png

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

service_providers_open_1.png

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.

service_providers_open_comm.png

We will get a read-only profile as shown.

service_providers_open_comm_2.png

Delete

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

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

services_provider_delete_example.png

You will be shown a warning message. Click Yes if you wish to proceed.

services_provider_delete_warning.png

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.

service_providers_search_example.png

This will list all contacts that match this term.

services_provider_example_search_result.png

Letter

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

service_providers_new_letter.png

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

service_providers_new_letter_window.png

Create Task

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

services_provider_new_task.png

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

services_provider_new_task_form.png

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.

services_provider_deactivate.png

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

services_provider_filter_inactive.png

Similar to deactivation, check the box, click Status, and select Activate.

services_provider_activate_again.png

The contact will now be Active again.

You should now be able to manage your existing contacts in the Service Providers contacts section of MediRecords. If this is not what you're looking for, head back to our knowledge base and search for another article.

For urgent assistance, please contact MediRecords support on 1300 103 903 during business hours.

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