Manage Office Contacts

Use the Office Contacts feature to set up and maintain the list of people, agencies, and other office resources that are not necessarily involved with your patients' treatment and care.

How to Get Here

• Home ribbon bar > Editors > Practice >Office Contacts. (You can also search for the editor you want to work with.)

   

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

  

  Select Practice in the list at the left and choose the Office Contacts option.

  

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Use This Feature

• Choose Record to Work With - Your list of existing records appears at the left. Click the record to work with. The details for that record appear at the right.

  

• 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 complete the details, described below.

  

• Edit contact details - Select a record to work with, then add and change the details as needed.

  

  • Name, Greeting, Company Name - Enter the name of the contact, the preferred greeting name, and the company name.

  • Contact info - Enter the contact address and phone number(s).

  • User-defined fields - Use the User Defined Fields editor to set up the captions, or names, of unique fields for your Office Contacts. See "Set Up User Defined Fields" for details.

  • Inactive / active toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive.

• Correspondence - The Correspondence panel lists all email messages, mail merge documents, forms, and other correspondence you have generated, dragged, and scanned for this party. Use the filter in the upper-left corner of the list to select the types of documents to view. You can also adjust the columns of the correspondence section as needed. See "Correspondence History" for details.

  

• Review / edit notepad - Use the notepad to type free-form notes. You can categorize your notes , then use the filter to view only the categories of notes you need to see. In addition, you can use entries from the internal Edge dictionary, as well as your personal and shared dictionaries, to auto-complete your text. See "Notepad" for details.

  

• Save Changes Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

  

• Practice Tools
  • Assistant Editor
  • Office Contacts Editor
  • Office Editor
  • Orthodontist Editor
  • Practice Details Editor
  • Security Editor

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