Adding contacts to your clinic's address book is a great way to save time in your workflows. Easily select a contact to fax instead of typing in their fax number each time. 

Adding, Editing and Deleting a Contact

To access your clinic's address book, begin by going to the ‘Consultation’ tab from your Schedule Dashboard → select ‘Edit Specialist Listing’.

To add a contact to the address book, select ‘Add Specialist’. This will bring you to a window where you can input all the contact information. Once complete, select the ‘Add Specialist’ button at the bottom-left of the page to add them to your address book.

💡 Be sure to input the specialists service category and fax number. The service category helps make them easy to find when creating a consultation and the fax number lets you directly fax over consultations with the click of the button.💡

To edit or delete a contact, select ‘Edit Specialist’ in the address book. Here, you can select a contact to edit any of their information. You can also select contacts you would like to delete by selecting their check box, and then pressing the ‘Delete Specialists’ button below.

Adding/Deleting a Service

Tagging contacts with services, helps categorize them and make it easier to search them up when creating a consultation. 

To add a service, simply click the ‘Add Service’ button in the address book and type in the service you would like to add. To delete and service, click on the ‘Delete Services’ button in the address book and select the service you would like to delete and click ‘Delete’.

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