Wiki source code of Contacts

Last modified by MasterApps Support on 2021/06/18 01:39
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1 Key stakeholders involved with claims from your organisation, the agent, medical practitioners etc. can be added to **Injury Master** as **Contacts**. Once in the system, these Contacts can be easily allocated to specific Incidents / Claims, allowing for automatic addition to Smart Forms, Emails and Actions.
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3 A full library of the **Contacts** in your account can be accessed from the **CONTACTS** tab in the **Navigation Bar**.
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5 [[image:Attachments.WebHome@mceclip1.24206.png||alt="mceclip1.png" style="max-width:701px"]]
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8 ==== **Contact Types** {{id name="contact-types"/}} ====
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10 There are a range of **Contact Types** which have their own library within the system. The different Contact Types allow for the appropriate addition of Contacts to email types, form fields, etc. (e.g. Submission of Claim Form Email will auto-populate Case Manager Contact).
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12 The different Contact Type libraries are accessed from the tabs at the top of the **CONTACTS** area.
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14 [[image:Attachments.WebHome@mceclip2.b84d2.png||alt="mceclip2.png" style="max-width:563px"]]
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16 The following Contact Types are available:
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18 * **Agents** (Roles including Underwriter, Account Manager, Case Manager)
19 * **Allied Practitioners**
20 * **Doctors** (Roles including Consultant Doctor, Specialist Doctor, Treating Doctor)
21 * **Investigators**
22 * **Managers**
23 * **Other Contacts**
24 * **Rehab Providers**
25 * **RTW Coordinators**
26 * **OH&S**
27 * **Witnesses**
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29 **~ **
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31 ==== **Viewing Contacts** {{id name="viewing-contacts"/}} ====
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33 Contacts are listed alphabetically by last name, under their COMPANY (if company-specific is enabled). Each Contact includes the following information.
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35 [[image:Attachments.WebHome@mceclip3.a7bf1.png||alt="mceclip3.png" style="max-width:683px"]]
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37 1. **Contact name**
38 1. Job Title / Description / Service (Agents include **Role** / **Insurer**, Doctors include **Role** / **Field of Medicine**)
39 1. Edit – edit Contact information
40 1. Replace – select another Contact to replace this Contact everywhere it appears in the system[[image:Attachments.WebHome@mceclip4.e9448.png||alt="mceclip4.png" style="max-width:391px"]]
41 1. Archive – move Contact to __Archived__ tab. Archived Contacts have Unarchive and Delete options instead
42 1. Email Address
43 1. Contact Numbers
44 1*. Primary Phone
45 1*. Secondary Phone
46 1*. Fax
47 1. Address
48 1. **Contact Options** – opens generic Email / SMS to send to Contact
49 1*. __Send Email__
50 1*. __Send SMS__
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52
53 ==== **Adding Contacts** {{id name="adding-contacts"/}} ====
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55 To add new Contact, select the blue **Add (Contact)** button from your chosen Contact Type tab.
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57 [[image:Attachments.WebHome@mceclip5.fce97.png||alt="mceclip5.png" style="max-width:261px"]]
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59 Select the **blue** drop-down arrow to give 2 other options:
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61 * Import (Contacts)
62 * Enable Company Specific (Contacts)
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64 For further information, please refer to Adding Contacts.
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66
67 ==== **Search / Filter** {{id name="search-filter"/}} ====
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69 Contact Types can be filtered according to the following filters:
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71 * **SCHEME**
72 * **ROLE** (**Agents** and **Doctors** - as listed above)
73 * **FIELD OF MEDICINE** (**Doctors **only - General Practitioner / Surgeon / Other)
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75 For further information, please refer to [[Filters>>doc:Injury Master.Administration.Filters.WebHome]].
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77 [[image:Attachments.WebHome@mceclip6.c970b.png||alt="mceclip6.png" style="max-width:257px"]]
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79
80 ==== **Current / Archived** {{id name="current-archived"/}} ====
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82 __Current__ and __Archived__ Contacts can be navigated between from the top of Contact list. The **Select** button allows Current Contacts to be bulk **Archived**, and Archived Contacts to be bulk **Unarchived** or **Deleted**.
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84 [[image:Attachments.WebHome@mceclip7.fa2e3.png||alt="mceclip7.png" style="max-width:198px"]]

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