Answer / Solution |
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How to Manage the Address Book (CC Physician List) in the Portal
Overview
InfraWare 360 supports an Address Book feature for referring physicians and other contacts. The Address Book entries can be managed in the Portal.
Requirements
You will need the following before you begin:
Steps
- Log in to the Portal at https://app.infraware.com/portal.
- Select the Delivery tab ⇒ Address Book subtab.
- To enter a new Address Book entry:
- Click on the New button.
- Enter the name, address and other information for that contact.
- Enter any notes you may have regarding this address book entry in the Notes section.
- When finished, click Save or Save and Add Another if you have more address book entries.
- To retrieve/edit an Address Book Entry from the Portal:
- Go to the Address Book screen.
- Enter the lookup criteria for Name, Organization, City, or Fax and click Apply.
- Click on the link in the Name column to open that Address Book entry.
- At the bottom of the page, click Modify.
- Make your changes.
- Click Save.
- To delete an Address Book entry from the IMC:
- Go to the Address Book screen.
- Enter the lookup criteria for Name, Organization, City, or Fax and click Apply.
- Click the Delete link in the Remove column for the Address Book entry you wish to delete.
- Click OK to confirm your choice or Cancel to go back to the Address Book page.
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Last Updated |
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Tuesday, November 6, 2018 |