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Managing Professional Client Contacts

A client can have several Professional Contacts throughout the healthcare and business communities. Having all of the patient information housed in a centralized area can be helpful in the development and initiation of client care.

  1. From Client Details of the patient chart, click Contacts and click Add.

  2. Enter the contact information and click Accept

  • Professional Contact information can also be added to the chart at the time of referral, within the referral screen.

  • Professional Client Contacts appear on the printable face sheet.