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Manage Office Contacts

Use the Office Contacts feature to set up and maintain the list of people, agencies, and other office resources that are not necessarily involved with your patients' treatment and care.

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How to Get Here

You can open this feature in multiple ways: Use the method that's most convenient for you.

ViewPoint toolbar > Office Contacts.
ViewPoint shortcut menu > Add-in > Office Contacts. (Or, press Alt+D on your keyboard to open the Add-In menu options.)
You can also type the contact's last name in the Quick Search box to search for an Office Contact record. See "Quick Search" for details.

Use This Feature

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.

Note that the records are listed alphabetically by last name, followed by company name.

Display active / inactive records - Enable either the Show All or Show Active Only option to include / exclude the inactive records.
Create new record- Click New and complete the name and address fields. Click Ok to save the record. You can then edit the record to add additional details.

Click New:

Enter contact details:
Edit contact details - Select a record to work with, then add and change the details as needed.
- Name, Greeting, Company Name - Enter the name of the contact, the preferred greeting name, and the company name. Note that Quick Search only looks for the contact's last name.
- Contact info - Enter the contact address, phone number and email address.
- User-defined fields - Use the User Defined Fields table to set up the captions, or names, of unique fields for your Office Contacts. Note that you can type Internet web addresses into user-defined fields, then double-click them to open a web site, such as the company's web site home page. See "Set Up User Defined Fields" for details.
- Inactive / active toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. You can still use Quick Search to locate an inactive record, but it will not be included when you print the list, as described below.
Print label - Click QL beside the contact name field to print a Quick Label for this record. See "Print Mailing Labels & Quick Labels" for details.
Review / manage correspondence - Click Correspondence History to manage the documents you have captured or scanned for this contact. See "Correspondence History" for details.
Review / edit notepad - Use the notepad to type free-form notes. You can categorize your notes on several tabs to view only the categories of notes you need to see. See "Use Notepads" for details.
Print - Click Print to send the list to your printer. Note that records flagged as Inactive will not be included in the printed list.
Save your changes - Click Exit to save the changes you have made.