Set Up Contact Categories

Use your Contact Category table to create the types of contact information you want to store for your patients and responsible parties.

How to Get Here

• ViewPoint main menu > System Tables > System > Contact Category.

   

  

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Choose Your Settings

Choose Record to Work With - Use the Previous and Next buttons, or the dropdown button at the bottom of the table window to choose an existing record to work with.

 

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• Create new record - Click New. Then enter the details, described below.

   

  

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• Edit details - Select a record to work with, and review / edit the details. If you just created a new record, it is selected automatically.

   

  

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  • Name - Enter a name for this contact type. You cannot edit or inactivate the default descriptions (Email 1, Email 2, Fax, Phone 2 and Phone 3) .

  • Inactive / active toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. You can also change them back to active if needed.

• Save your changes - ClickExit to save the changes you have made and close the editing window.

• Patient Set Up
  • Alerts Table
  • Alert Types Table
  • Appliance & Destination Tables
  • Contact Category Table
  • Custom Response Lists
  • Database Defaults
  • Dentist Table
  • Employer Table
  • Form Email Options
  • Notepad Tab Captions
  • Patient Folder Captions
  • Patient Folder Defaults
  • Professional Types Table
  • Professionals Table
  • Referrer Table
  • Search Options
  • School Table
  • Status Table
  • User Defined Fields Table
  • Zip Code Table

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