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.



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