Description
Screen where the information of all office staff is handled, including internal and external users.
Access
Through Main Menu
- Click on the Patients button, in the Main Menu.
- Select a patient and then click on the More button, located at the top of screen.
- Then select the Office Directory option.
Through QuickLinks
- Click on the QuickLinks text, located at the top of the screen in Main Menu and select the Patients option.
- Once in the Patients screen, select a patient and then click on the More button, located at the top of screen.
- Then select the Office Directory option.
Through Appointments
- Click on the Appointments button, located in Main Menu.
- Once in the Appointments screen, select patient and then click on Patients Details button, located in the Side Panel section.
- In the Patients screen, click on the More button and select the Office Directory option.
Through Clinical Records
- Select a patient on any of any section in screen and click on the Office Directory button, on the toolbar.
Through Advanced Progress Note screen
- Once in the Advanced Progress Note screen, click on the Office Directory button, located in the Side Bar section.
- Or click on the Search button, located at the left side of screen and select the Office Directory option.
Sections
- Add: Add a contact to the office directory.
- Edit: Allows to edit the selected contact, in the office directory.
- Delete: Allows to delete the selected contact, from the office directory.
- Previous: Closes the screen.
- Search: Allows to search for contacts, in the office directory.
Edit screen details
Screen where you add or edit the contact information of the office or facility.
Buttons
- Save: Saves the changes made on the screen. To save, the name, last name, telephone and physical address are required.
- Cancel: Cancel any unsaved changes, from the office or facility.
- Add Picture: Add the contact's photo.
Recommended Articles:
- FAQ's: Patients / Office Directory