Creating a contact helps you efficiently organize and manage patient or provider information. By keeping accurate contact details in one place, you can communicate quickly and ensure smooth coordination in patient care.
Here's how to do it:
Navigate to the Contacts page.
Go to the '+ New contact' button on the top right-hand side.
Complete the form, and select if you wish to grant portal access (an email invite will be sent).
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.