Description
Screen where the information of all office personnel is managed, including internal and external users.
Access
Through Main Menu
- Select the 'Patients' button located in the Main Menu.
- Choose a patient and then click the 'More' button, which is located at the top of the screen.
- Next, choose the Office Directory option.
Through QuickLinks
- Click on the 'QuickLinks' text at the top of the Main Menu screen and choose the 'Patients' option.
- On the Patients screen, select a patient and then click the "More" button, which is located at the top of the screen.
- Next, choose the Office Directory option.
Through Appointments
- Select the 'Appointments' button, which is located in the Main Menu.
- On the Appointments screen, select a patient and then click on the Patient Details button, which is located in the Side Panel section.
- On the Patients screen, click the More button and choose 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: Allows to 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, name, surname, telephone and physical address are required.
- Cancel: Cancel any changes, not saved from the medical office or facility.
- Add Picture: Add the contact's photo.
Recommended Articles:
- FAQ's: Patients / Office Directory