Create, Edit, Delete and Manage External Contacts

You can store contact details for people or organisations outside of your patient using External Contacts. This is useful for legal representatives, GP's, insurance providers, or any third parties your organisation communicates with on a patients behalf. 

External contacts are managed in one central location and can be updated as needed. They can also be added to a patients profile.

In this article we'll cover how to:

• create an external contact.
• edit and external contact.
• delete and external contact.

Only users with the correct permissions can manage external contacts. If you think you should have permission to perform such an action please contact the organisation owner.

Create an external contact

• Navigate to Organisation settings. 
• Locate and click the External Contacts section of the settings.

• Click the Add External Contact button.

Complete the external contact setup:

• Select a Type.
• Add a Name and Address.
• Add an optional Email Address and Phone Number.

• Click Submit to save the external contact.

The new external contact will be created and ready for use in the patient profiles. You can filter external contacts by name if required.

Edit an external contact

• Navigate to Organisation settings. 
• Locate and click the Communication Settings section of the settings.
• Click the Edit iconof the External contact you want to modify.

• Update the External contact as required.
• Click Submit to save your changes.

Delete an external contact

• Locate the Delete icon of the External contact you want to delete.

• Click the Delete icon.
• You'll be shown a warning message.

• Click Delete to confirm and delete the external contact.

Warning: Once an external contact has been deleted this action cannot be undone. Please proceed with caution!