Keep all your client's important contacts directly in your client's file. Add an emergency contact, a family member for a minor client (including for medicare purposes) and insurers and employers for your third party invoicing purposes. Treaters are useful for any clinical interaction your client has had with another practitioner, other than a referrer.
      

Add a family member 

1. From the client's file, click on Contacts and select Family from the drop down menu


2. Click on Add Family Member

3. Populate the fields and click Save Entry


Add an employer 

1. From the client's file, click on Contacts and select Employer from the drop down menu


2. You will need to add an employer to the Employer List before applying it to the client


3. Click on Add New


4. Populate the fields and click Save. Close out of the Employer List to go back to the Employer Details page


5. On the Employer Details page, type the employer name in the Company Name field. You will be presented with a drop down menu where you can select from the employer list. Click on the relevant employer


6. The employer details will auto populate the relevant fields. Click Save to finish



Add an insurer

1. From the client's file, click on Contacts and select Insurer from the drop down menu


2. Click on Insurer List to add an insurer

   
3. Click on Add


4. Populate the fields and click Save. Close out of the Manage Insurers to go back to the Insurer Details page


5. On the Insurer Details page, type the insurer name in the Company Name field. You will be presented with a drop down menu where you can select from the insurer list. Click on the relevant insurer
 


6. The insurer details will auto populate the relevant fields. Click Save to finish 

 

Add a Treater

1. From the client's file, click on Contacts and select Treaters from the drop down menu


2. Click on Add New


3. Populate the fields and click Save

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