NextGen Knowledge Center

Add a Contact

  1. Open the Patient Information window for the desired patient.
  2. Select the Relations/Roles tab.
  3. In the Contact section, select the Open Record button.
    The Contact Lookup window appears.
  4. Enter the desired Search Criteria to find the contact.
  5. Select Find.
    All persons and patients that match the search criteria entered display in the Matching Records list.

    If no records are found, the following prompt appears: No records were found!

  6. Do one of the following:
    • From the Matching Records list, double-click to select the contact.
    • Select New to add a person record for the contact.
    The Modify Contact Information window appears.
  7. Enter and update information for the contact as needed.
  8. In the Relationship field, select the contact's relationship to the patient. This field is required.
  9. To save changes and close the window, select OK.
    The contact displays in the Contact and Relationship sections of the tab.

    If contact information was added for a patient that does not yet have a chart, the following prompt appears: Relations Role Tab data will not be saved unless you create a chart. Create chart and continue?

  10. Do one of the following:
    • To save all information entered, including Contact information on the Relations/Roles tab, and create a chart for the patient, select Yes.
    • To save all information entered, except Contact information on the Relations/Roles tab, without creating a chart for the patient, select No.
    • To return to the Patient Information window, select Cancel.