There are several options for editing a contact in the office or facility directory

Option #1

  • Navigate to the Appointments screen.
  • Click the "More" button at the top of the screen.
  • Choose the "Office Directory" option.


  • The following screen will be displayed:


  • Choose the contact you would like to edit.
  • Once selected, click on the Edit button located at the top of screen. 


  • The Additional Details screen will be displayed:


  • Modify the corresponding fields.  
  • Once completed, click the 'Save' button to store the changes.

Option #2

  • Click on the QuickLinks text, located at the top of screen. 
  • Choose the Settings option. 


  • The following screen will be displayed: 


  • Select the Office button, then click on the Office Directory button.

  • The following screen will be displayed: 


  • Choose the contact you would like to edit.
  • Once selected, click on the Edit button located at the top of screen. 


  • The Additional Details screen will be displayed:


  • Modify the corresponding fields.  
  • Once completed, click the 'Save' button to store the changes.


Option #3

  • Click on the Settings button, in the main menu. 


  • The following screen will be displayed: 


  • Click on the Office button and then press on the Office Directory button. 
  • The following screen will be displayed: 


  • Choose the contact you would like to edit.
  • Once selected, click on the Edit button located at the top of screen. 


  • The Additional Details screen will be displayed:


  • Modify the corresponding fields.  
  • Once completed, click the 'Save' button to store the changes.


Option #4

  • Navigate to the Patient Details screen.
  • Click on the More button, located at the top of screen. 
  • Choose the Office Directory option. 


  • The following screen will be displayed: 


  • Choose the contact you would like to edit.
  • Once selected, click on the Edit button located at the top of screen. 


  • The Additional Details screen will be displayed:


  • Modify the corresponding fields.  
  • Once completed, click the 'Save' button to store the changes.



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