Professional Contacts

The Professional Contacts tab records and displays healthcare professionals or healthcare organizations that are involved in the patient's care. A patient's professional contacts are also referred to as the patient's care team.

Professional contacts can be selected from a list of clinic users, existing contacts in the User and Clinic Contact List, or created from this tab.

Add a Professional Contact

Go to Chart > Demographics > Professional Contacts
Click Update
Click Add
Select a contact from the User Contacts, Clinic Contacts, or Users list
1. The User and Clinic Contacts lists default to All contacts but can be filtered by specialty
2. Location is optional when selecting a clinic user from the Users list
Click Save
Click Save from the Update Professional Contacts window to retain all changes

Create a Custom Professional Contact

Go to Chart > Demographics > Professional Contacts
Click Update
Click Add
Click Custom
Select Person or Business
Type person Last Name and First Name or business Name
Populate all applicable information fields for the contact
Optional: select Add to My Contact List checkbox to create a User Contact from this entry
Click Save to add the contact
Click Save from the Update Professional Contacts window to retain all changes

Tasks Associated with Professional Contacts

Update a Professional Contact

Select an item and click Change to update

Changes made to professional contacts are saved in the patient chart only and do not affect User or Clinic contacts.

Delete a Professional Contact

Select an item and click Delete, then click Yes to confirm decision to delete

Organize Professional Contacts

Select an item and click the Up arrow to move the item up one place in the list

Select an item and click the Down arrow to move the item down one place in the list

Designate Provider Type

To designate a professional contact as a patient's Referring Provider, select the contact and click the Ref button. Only one Referring Provider can be designated within professional contacts.

To designate professional contacts as another provider type, including Primary Care Provider:

Select the contact and click the Care Team Info button
Select the provider type from the Role selection list
Optional: populate the care Start Date
Optional: populate the care End Date
Click Save
Click Save from the Update Professional Contacts window to retain all changes

Historic Button

The Historic button displays an audit trail of user activity in the Demographics subtabs. To view changes made to patient demographics:

Click Historic from the subtab
Select a Time Frame for the changes
Click Retrieve

The results display the Date and Time the change was made, the User who made the change, the data Element that was changed, the original value of the element (From), and what the element was changed To.