The Contacts module is a professional address book within ClinicSoftware for non-client contacts — product suppliers, referral partners, GP practices, insurance companies, and media contacts. Link contacts to client records where relevant and log all interactions for complete relationship management.
Как работи
01
Navigate to Contacts → Add New Contact
02
Enter contact details and assign a category: Supplier, Referrer, GP, or Media
03
Link the contact to relevant client records where they have referred or treated a client
04
Log calls, emails, and meetings against the contact record for a full interaction history
Ключови характеристики
Contact Database
Category Assignment
Client Record Linking
Interaction Logging
Email from Contact Record
Referral Source Tracking
Import from CSV
Export to CSV
Професионални съвети
Use the Referrer category and link referred clients to track the ROI of your referral relationships
Log every supplier interaction to have a complete history when negotiating contracts
Connect GP contacts to relevant client records for integrated care documentation