Using Contact Lists with Appointment Books

Contact list features are also available from the Multi Column appointment book on the ‘Activity Bar’ as shown below:

The patient information displayed within the contact list and the tool buttons on the right are the same as the options from the Marketing menu.

The required contact list can be selected from the drop-down combo box on the bottom left hand side of the tab. Only open contact lists are shown on this list.

This button is used to create a new contact list.

This button displays the current settings regarding updating the patient recall information.

When the ‘Show Completed’ option is ticked, the completed entries can be viewed.

The advantage of using the contact lists feature from the Multi Column appointment book is that appointments can be quickly and easily booked for the patient.

More on this topic...

Booking Contact List Appointments in the Multi Column Appointment Book

Booking Contact List Appointments in the Single Column Appointment Book

See also...

Patient Contact Lists

Viewing all Contact Lists

Creating a new Contact List

Contacting Patients on Contact Lists

Contact Consent Query

Contact list by Reason that patients cancelled appointments

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Booking Contact List Appointments in the Multi Column Appointment Book