Contacts
A comprehensive contact management system you won’t find anywhere else. Compared to other practice management systems, we ensure every contact is noticed.
Global Address Book
Organize and access all your contacts in one central location with supercharged search capabilities. Say goodbye to contact chaos and hello to smooth contact management.
- Centralized contact management keeps all your contacts organized in one place.
- Easily search through contacts collected by the system.
- Every time a new client, case contact, or payer is added, their contact information is automatically stored here.
- Import contacts from other systems using a standard CSV format. The system will handle the import automatically, whether it’s a list of referrals, family physicians, or legal representatives.
Company Directory at Your Fingertips
Conveniently look up staff and locations in your company’s directory.
- Easily access and list your company directory, including staff and locations.
- New locations and team members are automatically stored in “Contacts” under the company directory.
- Quickly look up a colleague’s extension with just a few clicks.
Organized Contact Groups
Manage your contact list with precision.
- Efficiently organize contacts into specific groups.
- Tag contacts with relevant group labels.
- Reserved contacts and groups, such as clients and suppliers, are protected from editing.
