Adding Multiple Provider Contact People

Multiple contact people can be entered for a provider using the Contact Category dialog box.

Before you begin

The Trapeze4 Workstation must be open to Providers ancillary data.

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.
    The Contact Category dialog box. It contains fields such as Name, First Name, Last Name, and JuristPoly.
  3. Provide the contact's information as required:
    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.
    Category
    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
    Click the contact type in the list: Provider.
    Facility
    Click the contact's facility type in the list: Provider.
    Email Address
    Type the contact's email address.
  4. Click Add.
    The contact entry is added to the list.
  5. Click Close.

What to do next

If needed, add multiple contact methods for each provider contact person.