Adding Multiple Provider Contacts

Multiple contact people can be associated with a provider using the Contact Category dialog box in Providers ancillary data.

Before you begin

Providers ancillary data must be open.

Procedure

  1. On the Select tab, search for and select the provider for which you want to enter multiple contact people.
  2. On the Detail tab, click the Contact Info button.
    The Contact Category dialog box appears.
    Contact Category dialog box with all fields blank. one contact is listed in the contacts grid.
  3. Provide the contact's information as needed:
    Name
    Type the complete name or organization name of the contact, as it is specified in the Contact Category system property.
    First Name
    Type the contact's first name.
    Last Name
    Type the contact's last name.
    Middle Initial
    Type the contact's middle initial.
    Address
    Type the contact's address details.

    The address must be geocoded before the contact can be added to a contact category.

    Comments
    Type any comments about the contact.
    JuristPoly
    (Jurisdiction Polygon) Click the jurisdiction polygon in the list to which the contact belongs.
    Contact
    Click the contact category to which you want to add the contact.
    Fax
    Type the contact's fax number.
    Phone
    Type the contact's phone number.
    Contact Type
    The contact type Provider is populated.
    Facility
    The provider's facility is populated.
    Email Address
    Type the contact's email address.
  4. Click Add.

    The contact entry is added to the list.

  5. Click Close.