Caspen
  • Getting Started
  • Using Caspen
    • Calendar & Appointments
      • Appointment Management
    • Waitlist
    • Clients
      • Add Client
      • View Client
      • Edit Client
    • Billing
      • Invoices
        • Create Invoice
        • Delete Invoice
        • Void Invoice
      • Payments
        • Adding Payment to Invoice
        • Add New Payment
        • Refund Payment
        • Void Payment
    • Services & Categories
      • Add Services
      • Add Category
    • Contacts
      • Add Contact
      • View Contact
      • Edit Contact
    • Practice Setup
      • Update practice profile
      • Update user information
      • Organize user groups
      • Understand user roles
      • Add new locations
      • Archive Locations
      • Add more users
      • Availability setup
    • Settings
      • Account settings
      • Billing
        • Invoice settings
        • Taxes
        • Payment methods
      • Templates
      • Appointments
        • Cancellation Reasons
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  1. Using Caspen

Contacts

What are Contacts in Caspen?

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Last updated 1 year ago

A contact refers to an individual associated in some way with a patient or your clinic who may not be a patient themselves. Examples include referring GPs, funding bodies, or insurance companies that you may bill on behalf of a patient.

After adding contacts, you gain the ability to send letters to them or establish connections with your patients, designating them as referring doctors or referral sources.

  • Add Contact - Go to this section to add a new contact.

  • Edit Contact - Go to this section to edit a contact.

  • View Contact- Go to this section to view contact details.