Professional Contacts Overview

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.

 

Professional Contacts is split into three sections 

  • Contacts: A medical professional external to your organisation. This may be the Patients General Practitioner or another Medical Specialist treating the Patient.
  • Inactive Contacts: These are the list of contacts which have been made inactive - see making a Professional Contact inactive
  • Practices:  The medical practice a professional contact works at.

 - See Contacts, Inactive Contacts and Practices for more information.

Accessing Professional Contacts

From CareRight Dashboard:

  1. Click Professional Contacts.
    1. The screen will default to the 'Contacts' view.
  2. The following fields display for a contact:
    1. First Name
    2. Last Name
    3. Category
    4. Provider Number
    5. City
    6. Postcode
  3. From this screen you can:
    1. Add a new Professional Contact.
    2. Show (review/edit) existing contact.
    3. Search Contacts - (Note: to search the Inactive contacts you will need to select the Inactive contacts tab in the banner).