Patients whose contact is [name]

To add details of patients whose contact is this patient:

  1. From either Registration or Consultation Manager, select the patient who is the contact.
    Training Tip - In Registration, the Contact option is at the bottom of the Registration Details screen.
  2. Under Patients whose contact is [name] select Add:

  3. The Patient Select screen displays, select the patient in the usual way. See Selecting a Patient for details if required.
  4. The Contact Relationship - Add screen displays, complete as appropriate:

  5. Select OK to save.

Removing a Contact

To remove a contact:

  1. From either Registration or Consultation Manager, select the patient about whom the contact is being removed.
    Training Tip - In Registration, the Contact option is at the bottom of the RegistrationDetails screen.
  2. Right click on the contact no longer required and select Remove.

  3. The Contact Relationship - Delete screen displays, select Delete:

Editing a Contact

To edit a carer's detail:

  1. From either Registration or Consultation Manager, select the patient about whom the contact is being removed.
    Training Tip - In Registration, the Contact option is at the bottom of the RegistrationDetails screen.
  2. Right click on the contact no longer required and select Edit.

  3. The Contact Relationship - Update screen, update as required. For contacts that are not registered to your practice, to update the address or contact number details, select the Double Arrow to display the Person - Update screen and update as required.

  4. Select OK to save.

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