The Address Book is a simple viewing tool you can use while in the Scheduler. It contains read-only listings of Patients/Clients, Insurance Company Contacts, and Referral Sources that have been entered in QuicDoc. There is also a listing for Personal Contacts.
Open the Scheduler. Select Address Book from the File menu.
Select Contacts: To access a specific list (e.g. Referral Sources), click the down arrow to the right of the Select Group field. Select a group of contacts from the pick list.
Search: You can search a name on the list by typing the name in Search field. The closest match will be highlighted in the list.
Print: To print the current list, select Print from the File menu, or click the Print button on the toolbar.
Personal Contacts
Email
If you enter a personal contact's email address, you can select E-Mail from the File menu, or click the E-Mail button, to launch your default email program. The email address will be automatically inserted.
To add Personal Contacts
| • |  Select Personal from the Select Group drop-down list. |
| • | Select New Contact from the File menu, or click the New button on the toolbar. |
| • | Enter a name and other information as desired. |
| • | To add a note, click the Notes button. Enter your note in the text field. Click Ok. |
To edit Personal Contacts
| • | Select a name from the list. |
| • | Select Edit Contact from the File menu, or click the Edit button on the toolbar. |
| • | Change information. Click Ok. |
To delete a Personal Contact
| • | Select a name from the list. |
| • | Select Delete Contact from the File menu, or click the Delete Contact button on the toolbar. Click Ok. |