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Overview of Contacts
Overview of Contacts

What contacts are and how to view them

Jessica Magri avatar
Written by Jessica Magri
Updated over a week ago

This article is for medical secretaries and system managers who want to learn more about contacts. For information on how to create, edit, and delete contacts, see here.

Note: To view contacts, you must have a role assigned to you that gives you editing permissions for Contacts. For more information on roles, see here.

In this article:

About Contacts

Contacts are external people and organisations who you can add to your Semble system. There are many use cases for adding an external contact:

  • Emergency: An emergency contact for a patient or member of your practice

  • Pharmacy: Share digital prescriptions to an external pharmacy

  • Insurer: A person or organisation who covers the billing for a patient

  • Specialist: A medical professional belonging to another practice who a clinician may want to get a second opinion from

  • Miscellaneous: A person or organisation who provides a non-medical service for a practice. For example, a coffee supplier

View Contacts

You can view your external contacts on the Contacts page:

Click on a contact to view their profile:

On the left-hand side you can access the following tabs:

  • Summary: The main information page for the contact. Here you can see their contact details, the access groups that they are a part of, and any notes about them

  • Account statements: Generate a monetary account statement for them

  • Invoices: View, pay, and print any invoices that are linked to the contact. For more information on invoices, see here.

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