Contact details

The Contact Details window gives detailed information about the record you are viewing in two tabs: the Detail tab and the Record Info tab.

Detail Tab

The Detail tab displays a comprehensive summary of all the information contained in the record you are viewing, including:

  • Name
  • Relationship
  • Contact Type
  • Address
  • Phone Number
  • Notes

Record Info Tab

The Record Info tab displays detailed information about the record you are viewing. While the Detail tab displays a summary of all the information the record contains, the Record Info tab displays information about the record itself, including the source from which the record was retrieved and the system where the record was originally created.

Note: A record's information source may differ from its original source. For instance, if your care provider enters a new personal contact record for you in their computer system, and then you use Sunrise Patient Portal™ to copy the record into your personal health record. When you view your list of contacts, the record appears as if it was retrieved from Microsoft® HealthVault™, even though the record was originally created in your care provider’s computer system.

The Record Info tab also includes a table that displays a history of the record, including information about when the record was created and when it was last modified, if applicable. This information includes the application the record was created in, the user who created the record, and the date and time the creation or modification took place.

Parent topic: Sunrise Patient Portal Web Parts Help

Add contacts

Use Contact Details to copy a contact from your patient record to a personal health record and add a new contact to a personal health record.

Procedure

  1. To copy a contact from your patient record to a personal health record, click Copy to HealthVault.

    The contact is copied to your personal health record.

  2. To add a new contact to a personal health record, click Add New.

    The Contact Details window opens.

  3. Enter the applicable information on Contact Details.
  4. Click Save.

Results

Contact Details closes and the new contact is added to the personal health record.

Update contact details

About this task

You can use the Contact Details window to update information about a contact stored in a personal health record.

Note: You can only update the details for a contact stored in a personal health record. You cannot update the details of a contact that is stored in your patient record.

Procedure

  1. Update the necessary fields in the Contact Details window.
  2. Click Save to save your changes.

Delete contacts

About this task

Note: You can only delete contacts from a personal health record. You cannot delete contacts from your patient record.

Procedure

  1. Click Delete.

    A confirmation message is displayed.

  2. Click OK.

    The contact is deleted from the personal health record.

Print contact details

Procedure

  1. Click PDF Print Preview.

    File Download opens.

  2. Click Open. A PDF Print Preview window opens, displaying the contact details.
  3. Click Print.

    Print Options opens.

  4. Select your print options and then click OK.

    The contact details are printed.

  5. Close the print preview window.