Edit a Contact

View Contact

Open Contact Details

To edit a contact:

  1. Click on the Contacts tab.
  2. Select/highlight the contact that you wish to edit.
  3. Click View Contact.

Add a Profile Picture

Add an Image to Contact

To add a profile picture to the contact, click the Change Picture icon as shown in the screenshot above.  This will open a dialog box that will allow you to choose an image from your computer.  

*Note: This image is added only to the contact in your system.  It will not modify the profile picture on the patient, person, or organizations personal account.

Edit Other Contact Information

Edit Other Contact Information

Click on each section to add or edit information.  The following information can be edited for a contact:

  • Name
  • Gender
  • Birthdate
  • SSN
  • Phone Numbers
  • Email Address
  • Fax Number

*Note: The edited contact information is added only to the contact in your system.  It will not modify the contact information on the patient, person, or organizations account.