I. Administration > Connections
To add a new contact in In Touch EMR, go to Administration > Connections.
The Connections tab allows you to add Insurance Companies, as well as any other 3rd party contact that you may need access to within In Touch EMR.
How to Add a New Connections contact?
To add a new contact, please follow these steps:
Step 1: Fill out all the required information marked with a red asterisk (*)
Step 2: Once all the required fields are filled out, click “Save Now”.
Make sure you choose the correct Connection Category; this will help sort your connections when using the Connection Locator and search filter options.
View, Search, Edit/Delete an Existing Connection/contact
To view or edit a connection/contact go to “Connection Locator” tab at the top.
The Conncetion 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.