Contact List

The Contact List is a tool used to create and manage professional contacts. Contact Lists are available at the CLINIC level and for individual users and can be copied between users by the Clinic Administrator.

Clinic Contact List

Clinic Contact List is a Clinic Administrator tool used to define and manage a list of persons or businesses with whom the clinic has a professional relationship for patient care. Contacts created at the CLINIC level are available for use by all users in the clinic.

Add a Clinic Contact

Go to Tools > Preferences > CLINIC > Contact List > Begin Edit
Click Add
Select Personor Business
Enter the contact details for the person or business or click Search in Directory to search for and add a contact using a Direct exchange email address directory
Click Add to add the contact to the list or click Add Another to continue adding contacts
Click Save Changes to save any changes and exit the Clinic Wide Form Data tool

Update a Clinic Contact

Go to Tools > Preferences > CLINIC > Contact List > Begin Edit
Select a contact from the list
Click Change
Edit the contact details for the person or business as needed
Click Save
Click Save Changes to save any changes and exit the Clinic Wide Form Data tool

User Contact List

User Contacts is a tool used to define and manage a list of persons or businesses with whom the user has a professional relationship for patient care. Contacts created at the user level are available for use by the user only.

Add a User Contact

Go to Tools > Preferences > [select user name] > User Contact List > Begin Edit
Click Add
Select Personor Business
Enter the contact details for the person or business or click Search in Directory to search for and add a contact using a Direct exchange email address directory
Click Add to add the contact to the list or click Add Another to continue adding contacts
Click Save Changes to save any changes and exit the Clinic Wide Form Data tool

Update a User Contact

Go to Tools > Preferences > [select user name] > User Contact List > Begin Edit
Select a contact from the list
Click Change
Edit the contact details for the person or business as needed
Click Save
Click Save Changes to save any changes and exit the Clinic Wide Form Data tool

Copy a Contact or Contact List

Users with Clinic Administrator access can copy entire contact lists or selected contacts between users in the clinic.

Go to Tools > Preferences > CLINIC > Contact List > Copy
Select the user from whom the contacts will be copied in the From list
Select the user or users to whom the contacts will be copied in the To section or click Select All to select all users
Select the contact or contacts to be copied in the Contact List section or click Select All to select all contacts
Optional: select the Overwrite contact list with new list checkbox to replace the user's contact list with the selected contacts
Optional: select the ABC user's new contact list checkbox to alphabetize the copied contacts within the user's existing contact list
1. This option applies only when adding contacts to a user's existing list. If overwriting the contact list, the new list will be automatically alphabetized.
Click Begin Copy
Click Yes to acknowledge the contact list copy or overwrite

Tasks Associated with Contact Lists

Delete a Contact

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

Organize the Contact List

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

Click Abc to sort the entire list in ascending alphabetical order (A-Z)

Other Actions

Click View to generate the item list in a PDF

Click Print to print the item list

Click Export to save the item list to a local machine as a CSV file

About Secure Email Addresses

The secure email address field is intended for use with Direct exchange email addresses. A Direct exchange address uses the DirectTrust's framework for secure and interoperable health information exchange.

A secure contact is a Clinic or User contact with a Direct exchange email address entered in the Secure Email field. Secure contacts display in the To field when sending messages using Direct Message. The Search in Directory features enables a user to search for and add a new secure contact using a Direct exchange email address directory.