View contacts

About this task

The Contacts web part displays the following basic information about each contact:
Field Description
Info From The source from which the employer information is retrieved.
Name The name of your contact
Relationship That contact's relationship to you
Contact Type The connection you have with the contact
Phone The contact's telephone number.

Procedure

  1. In the Show Records from check-box, select a source from which to display contacts:
    • Select Sunrise to view the contacts contained in your patient record.
    • Select Microsoft HealthVault to view the contacts stored in the personal health record.
  2. Click the contact name to view details about the contact.

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 contacts

About this task

You can use this site to update information for contacts stored in a personal health record.

Procedure

  1. Click the contact name to open the Contact Details window.
  2. Update the information for the contact.
  3. Click Save.

    The updated information is saved to your personal health record.

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.