Add and manage client contacts

You can record any number of contacts for each client in your practice. Each contact record added is appended to the bottom of the contact list on the Contacts tab. The first contact in the list is considered to be the primary contact, i.e. the person you deal with most frequently. The primary contact typically receives all client communications by default.

You can manually add contacts or copy an existing contact to a new client.

Once you have saved a contact with an Email address you can activate their Client Portal.

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