PracHQ
  • PracHQ
  • Getting Started
  • Managing User Account
  • User Interface
  • Applications
    • Dashboards
    • Calendar
      • Appointments
      • My Calender
    • Patients
      • Patient
        • Summary
        • Today's Visit
        • Past Visits
        • General Information
        • Prescriptions
        • Communications
        • Orders
        • Patient History
        • Files
    • Quotations
    • Orders
    • Payments
    • Clinic Tasks
    • Contacts
  • Setup
    • Users
    • Establishments
    • Price books
      • Price book
    • Settings
      • General
      • Calendar
  • FAQ
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On this page
  • Contacts
  • Search Contact
  • View Contact
  • Add Contact
  • Edit Contact
  • Delete Contact using Edit Contact page
  • Delete Single Contact from Contacts list
  • Delete Multiple Contacts

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  1. Applications

Contacts

PreviousClinic TasksNextSetup

Last updated 4 years ago

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Contacts

The Contacts module in PracHQ lists the clinic contacts.

Contacts module has the following features:

Search Contact

  1. To search for contact, click on Search text box and enter search text.

3. Contact/s that match the search criteria are listed in the Contacts list.

View Contact

  1. To view a contact click on the contact row from the contacts list that you want to view.

2. User is navigated to the contact detail page.

Add Contact

2. New Contact window pops out.

4. Contact is successfully added to the Contacts list and user is navigated back to the Contacts page. Contact has been saved successfully' message appears in toast.

Edit Contact

  1. To edit a contact click on the contact row from the contacts list that you want to edit.

2. User is navigated to the edit contact page.

4. Contact is edited and user is navigated back to the contacts page. 'Contacts has been saved successfully' message appears in toast.

Delete Contact using Edit Contact page

  1. To delete a contact using Edit contact page, click on the contact row from the contacts list that you want to delete.

2. User is navigated to the edit contact page.

4. A pop up window appears confirming the delete action.

6. The contact is deleted from contacts list and user is navigated back to contacts list page. 'Contacts has been deleted successfully' message appears in toast.

Delete Single Contact from Contacts list

2. A menu pops out showing Remove option. Click Remove.

3. A pop up window appears confirming the delete action.

5. The contact is deleted from contacts list and 'Contact has been deleted successfully' message appears in toast.

Delete Multiple Contacts

2. A pop up window appears confirming the delete action.

4. The selected contact/s is deleted from contacts list and 'Contacts has been deleted successfully' message appears in toast.

2. Click on Search icon button.

To add a contact, click add contact icon button at the bottom right of the Contacts page.

3. Enter all valid details to add a contact and click button.

3. Edit the details and click button.

3. Click button.

5. Click button.

To delete a single contact from contacts list , click on the kebab menu button next to the contact in the contacts list that you want to delete.

4. Click button.

To delete contact/s, select the check box displaying on each row of contacts list for each contact that you want to delete and click delete icon button showing at the top right corner of the contacts list.

3. Click button.