CareRight allows you to store details of:
- Any referring practitioner.
- Professional contacts for correspondence such as the patient's GP
- Practice details for a professional contact.
These contacts can then be used in the following areas of CareRight:
- Referrals (Medical Referrals require a provider number to be present on the contact record).
- Letter correspondence.
Accessing Professional Contacts
1. From the dashboard Click Professional Contacts
2. The screen will default to the 'Contacts' view
- The banner has options for viewing Contacts, Inactive Contacts and Practices
3. From this screen you can
- Add a new Professional Contact.
- Show (review/edit) existing contact.
- Search Contacts - (Note: to search the Inactive contacts you will need to select the Inactive contacts tab in the banner).
Add a new Professional Contact
1. From the dashboard Click Professional Contacts
2. Perform a search for the Professional Contacts.
3. If the Professional Contacts is not already in CareRight Click New
4. Complete the fields
5. Click Create Professional Contact
Add a new Practice
1. From the dashboard Click Professional Contacts
2. On the banner click Practices
3. Perform a search for the Practices
4. If the Practice is not already in CareRight Click New
5. Complete the fields
6. Click Create Professional Practice
Edit a Practice
1. From the dashboard Click Professional Contacts
2. On the banner click Practices
3. Perform a search or scroll the list of Professional Contacts.
4. To view the Professional Contacts details click Show
5. To update details click Edit
6. Click Create Professional Practice
