Keeping the Contacts section updated ensures providers can quickly reach the right people for emergencies, care planning, or administrative needs. Here you can add, view, edit, and delete a patient’s important contacts—such as family members, emergency contacts, employers, or insurance representatives.
How to Access and Use the Contacts Section
Accessing Contacts
Go to Patients in the top navigation.
Open the patient’s profile.
In the sidebar under Patient Information, select Contacts.
Adding a New Contact
Click + Add Contact.
Fill in the fields in the Contact form:
First Name, Last Name
Biological Sex (Female / Male)
Relationship (Emergency Contact, Employer, Next-of-Kin, etc.)
Email and Phone
Address (street, city, state, ZIP, and type: home, postal, or physical)
Click Save.
Viewing Contacts
Once added, contacts will appear in a list.
Each entry displays Name, Relationship, Email, Phone, and Gender.
Editing a Contact
Locate the contact in the list.
Click the three-dot menu (⋮) next to the contact.
Select Edit, update details, and click Save.
Deleting a Contact
Locate the contact in the list.
Click the three-dot menu (⋮).
Select Delete and confirm.
Fields to Complete (Add/Edit Contact)
Field | Details/Options |
First Name | Contact’s first name |
Last Name | Contact’s last name |
Biological Sex | Female or Male |
Relationship | Emergency Contact, Employer, Federal Agency, Insurance Company, Next-of-Kin, etc. |
Contact’s email address | |
Phone | Contact’s phone number |
Address Line 1 | Primary address |
Address Line 2 | Additional details (apartment, suite, unit, etc.) |
Use | Address type: Home, Physical, Postal |
City | City or locality |
State | Dropdown with available states |
ZIP Code | ZIP or postal code |