Help Center

Adding New Contacts for Letters and Referrals

Last Updated: Jun 19, 2017 03:12PM PDT

Can't find the Provider or Contact you are looking for in the Provider Network? Add them to your Contact List with these quick and easy steps:

1. Open a new Letter
2. Type in the name of the Contact, for example John Doe, and then hit the "Tab" button or click into the Subject or Body of the Letter. 
3. Click on the "Add Details" button that now appears to the right of the name



4. Choose whether the contact is an "Individual" or "Organization" and then fill out their contact information.
5. Once completed, click "Save" and the Contact will now show up in your Contact List when you write Letters or Referrals.

Please note: You can also add contacts using these steps in a Referral Form.

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