Patient Contact Roles

In the Patient Contacts reference file area, users are able to view existing patient contact roles that are available in the database. In Reference Files |  Patient Contacts, agencies can manage existing patient contact records and create new ones. Patient contact roles created in this screen can then be assigned to patient contacts using the Role field (in Patients | Intake / Referral | Patient Contacts). Similar to many screens throughout the software, this screen includes a search feature and each record can be setup with a specific Patient Contact Role label and the Active box can be used to enable or disable the record within the database.

HEALTHCAREfirst establishes several default patient contact roles for each agency.

 

Rules for Non-Default Patient Contact Roles

Users can deactivate a non-default patient contact role by unchecking the Active box for the corresponding record. If this box is unchecked (for non-default roles), the role will remain associated with any patient contacts that were previously assigned the role, but the role will no longer be available for selection in the Role field (in Patients | Intake / Referral | Patient Contacts) for other patient contacts. Users can only delete a created patient contact role record if it is not associated with any patient contacts in the agency database. If a created role is assigned to a patient contact, the    button will be disabled and users only have the option to deactivate it by unchecking the Active box.

 

 

If desired, users can create a new, custom patient contact role:

1.    If necessary, navigate to Reference Files and then select Patient Contacts.

2.    Click  .

3.    In the Patient Contact Role text field, enter the unique verbiage that you want to use to label the new patient contact role.

4.    Ensure the Active box is checked to indicate the role is currently active and available for selection in the Role field (in Patients | Intake / Referral | Patient Contacts). For new contact role records, this box is checked by default.

5.    Click  . The new user group record will display in the grid.