Managing Contacts

You can add a referral contact or institution to the Contacts screen. What do you want to do?

  1. Click the Document Management tab.

    The Document Management screen opens.

  2. Click Manage Referral Contacts.

    The Referral Contact Management screen appears.

  3. Click Add Contact.

    The Create New Referral Contact screen appears.

  4. Enter the details for the referral contact.
  5. Click Save at the bottom of the screen.

    The Referral Contact Management screen appears with the new contact displayed in the list.

  1. Click the Document Management tab.

    The Document Management screen opens.

  2. Click Manage Referral Contacts.

    The Referral Contact Management screen appears.

  3. Click Add Institution.

    The Create Institution screen appears.

  4. Enter the details for the institution.
  5. Click Save at the bottom of the screen.

    The Referral Contact Management screen appears with the new institution displayed in the list.