To add a contact to a patient record:

Open the patient detail record for the patient in question. See Viewing/Editing a Patient Record for instructions on how to do this.

Select the Administration tab.

Click on the + button above the Contacts grid on that tab. Show me the Contacts grid. Show me the button. The Add / Edit Contact window will open.

Enter the contact's information on the Add / Edit Contact window. For a description of the window and the various fields available to enter information, see The Add / Edit Contact Window.

Click the Save button to save the contact to the patient record. The window will close and the newly added contact will be appear in the Contacts grid on the patient detail window.

To close the Add / Edit Contact window without adding a contact to the patient record, click the Cancel button. If you have entered any data on the window, a dialog will ask you to verify that you want to close the window without actually adding a contact to the patient. Click Yes to clear the dialog and finish closing the window or No to return to the Add / Edit Contact window and finish adding the contact.

As soon as you start entering data on the Add / Edit Contact window, the text on the Save button will turn bold red, indicating the need to click on the button to save your work.

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