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Set Up Contact Categories

Use your Contact Category editor to create the types of contact information you want to store for your patients, responsible parties, and professionals. .

How to Get Here

Home ribbon bar > Editors > General > Contact Categories. (You can also search for the editor you want to work with.)

Click Editors from the Tools section of the Home ribbon bar.

Select General in the list at the left and choose the Contact Categories option.

Setup

Choose record to work with - Click to highlight the contact category you to work with.

Display active / inactive records - You can choose whether to include inactive records in your list by enabling / disabling the Show Inactive option at the top of the list.
Create new record - Click New. Then enter the details, described below.
Edit details - Select a record to work with, and review / edit the details.
- Description - Enter a name for this contact type. You cannot edit or inactivate the default descriptions (Email 1, Email 2, Fax, Phone 2 and Phone 3) .
- Contact Style (Optional.) - Select how this contact will be labeled in the Contact section of your patient, responsible party, and professional records. If you do not choose a label for this contact, the description will appear in your records. Note that you can choose only one contact per style label (in other words, you cannot have two contacts that are both labeled with the "Home Phone" style).
  - Email requirements - You must have a contact category record assigned to the Contact Style "email" in order for Edge emailing options (such as emailing forms, merge documents, and Edge Animations videos to patients, parents, and professionals) to function correctly.
  - Professional record requirements - The Professional List report includes the contact details for the email and the work phone contact styles. Use the Contact Categories editor to assign at least one category to the "Email" style, and at least one to the "Work Phone" style. Then, in your Professional Editor, be sure to use those categories when entering the contact information. See "Set Up Dentist & Other Professional Records" for details.
- Contact type - Identify each contact as either a telephone number, cell phone number, or e-mail address.
- Inactive / active toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. You can also enable the Show Inactive option to include inactive records in your list of records, and change them back to active if needed.