Connection

The Connections tab allows you to add Insurance Companies, as well as any other 3rd party contact that you may need access specifically for fax documentation within In Touch EMR. 

In this lesson, you will learn how to:

• Add connections 
• Search Connections
• Edit Connections 
• Delete Connections 

Add Connections

To add/ locate connections, Click on the Administration tab and choose Connections

All fields with an asterisk is mandatory

Add connection 

• Connection Category *        
• First Name *    
• Last Name *    
• Address Line 1 *    
• Address Line 2    
• City *    
• State *    
• Zip/Postal Code *    
• Country 

Additional Information

• Additional Comments   
• Phone    
• Fax    
• Email    
• Preferred Mode of Contact *      
• Connection Strength *    

View, Search, Edit/Delete an Existing Connection/contact

To view or edit a connection/contact, go to the "Connection Locator" tab at the top.

The Connection Locator allows you to:

• View existing contacts
• Search for existing contacts
• Edit or delete a contact profile

Note: You can adjust the number of connections that are displayed per page, by using the drop down menu at the bottom.

1. Connection Locator
2. Search Feature -  to filter the search you can 
   • search by name
   • category
   • preferred mode of contact
3. Edit 
4. Delete