PATIENT ENCOUNTER CONTACT TAB


When you click on the "Contacts" tab, the Patient Address/Phone Info, Ancillary Phone Info and Patient Contacts should be pre-populated from the Add Referral / Patient process.  If you did not enter this information during the referral process, follow the process below to do so. 

ADD PATIENT INFO  (Top)

See Add Patient/Referral for more information on the following:

Add Contact Info

Add Service Facility

Add Patient Contact

Add Ancillary Phone Info

EDIT ADDRESS/PHONE INFO  (Top)

To edit "Address/Phone Info", click on the "Edit" link, make your changes and click "Update". 

NOTE: For Careficient Agency Administrators, The ability to edit and delete in the patient encounter is driven by the “Edit Patient Privilege” in Settings > Security > Roles.

Enter the required information and click “Save”.

DELETE ADDRESS/PHONE INFO  (Top)

To Delete "Address/Phone Info", click on the "Delete" link.  You will be asked if you are sure you want to delete this address/phone info.  Click Okay.  

You will be asked if you are sure you want to delete.  Click "OK" to confirm.

EDIT PATIENT CONTACTS  (Top)

To edit "Patients Contact", click on the "Edit" link, make your changes and click "Update". 

Enter the required information and click “Save”.  To give the Contact access to the Family Portal, make sure to check the box "Family Portal".  The Contact must have an email address for access to be granted.  To remove access to the family portal, remove the check mark for the Family Portal option  (Note:  do not remove the email address).  Enter a detail explanation in the “Misc. information” field explaining who requested this change and why, etc. (optional but this will provide you with an explanation if the individual contacts you to reset their password or wants access).

DELETE PATIENT CONTACTS  (Top)

To delete "Patients Contact", click on the "Delete" link.  You will be asked if you are sure you want to delete this patient contact info.  Click Okay.  

You will be asked if you are sure you want to delete.  Click "OK" to confirm.

EDIT PATIENT CONTACTS ADDRESS  (Top)

To edit "Patients Contact Address", click on the "Edit" link, make your changes and click "Update". 

Make the necessary changes and click "Save".

EDIT FAMILY PORTAL  (Top)

To edit "Family Portal", click on the "Edit" link.

You can change the email address or reset the password here.   Click on "Reset Password"

You can choose the generate an email with an automated password or enter a manual password.  If you choose manual, you will need to notify the family regarding what that is.  They will be prompted to change the password when they login. 

EDIT ANCILLARY PHONE INFO  (Top)

To edit "Ancillary Phone Info", click on the "Edit" link, make your changes and click "Update".

Make the necessary changes and click "Save or Update". 

DELETE ANCILLARY PHONE INFO  (Top)

To delete "Ancillary Phone Info", click on the "Delete" link.  You will be asked if you are sure you want to delete this ancillary phone number.  Click Okay.  

You will be asked if you are sure you want to delete.  Click "OK" to confirm.