The Contacts Page serves as the address book for any non-patient contacts. Store pertinent contact information for all professional associates, including suppliers, catering companies, florists, and others.
Create a contact:
Click Contacts in the main menu
Click Create Contact button in the top right corner.
Enter in the Name of the contact or business
Enter in the email, address and/or phone number.
Optionally enter in the Job Title of the contact.
Optionally enter the Mobile Number of the contact.
Click Create to save this contact.
You can edit contact details by clicking on the name of the saved contact, and clicking the Edit button.
Using Contacts
Once a contact is created you can click on their name to open up their profile:
Use Principle to SMS or Email any contacts directly from their profile, there is also a handy notepad to record any notes relevant to that contact. Type '@' to mention any staff member or patient in the note and leave a link to their profile.
If this contact is a business with multiple members, you can add them individually in the Members Tab.
The History Tab shows an outline of all of your notes and communication with that contact.
Using Contacts allows you to have all of your communication with your professional contacts in one place without leaving Principle.