Set Up Contact Categories

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

Choose Your Settings

  1. Click to OpenOpen Contact Categories Editor - Home ribbon bar > Tools section > Editors > General > Contact Categories. (You can also use the Search field to look for the editor you want to work with.)

  2. Click to OpenCreate or Edit Contact Category Record - Choose an existing record, or create a new one. Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

  3. Click to OpenEdit Details - Select a record to work with, and review / edit the details.

  4. Click to OpenSave 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.

More Information

Click to OpenEditor History - When you open more than one editor without leaving the Editors window, a history of those editors appears at the top of your screen. You can click a name in the history to return to any previously opened editor, easily going back and forth between editors. This is useful, for example, when you are working with editors that are related to one another, such as the Treatment Chart Style editor and the Treatment Chart List editor.

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