Add an external contact to a patient

You can link external contacts to a patient record. This allows you to associate third parties such as GP's, legal representatives or insurance providers directly with a patient.

External contacts must be created first in the Organisation settings before they can be linked to a patient.

In this article we'll cover how to:

• add an external contact to a patient.
• remove an external contact from a patient.

Add an external contact to a patient

• Navigate to the desired patient.
• On the patient overview page, scroll down to the External contacts card.
• Click Add.

• Start typing to search the contact.
• Select the desired contact.

• If the contact is an insurer or legal representative, you can also add an optional Policy Number and Authorisation Code. These two bits of information also work as variables.
• Click Submit to save.

• The external contact is now linked to the patient.

Remove an external contact from a patient

• Locate the contact in the patient's External contacts card.
• Click the Deleteicon next to the external contact you wish to delete.

• You'll see a warning message.

• Click Delete to remove the external contact from the patient's profile.