Adding Contacts

Written by Jadzia
... on a stunning September day.

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📖 In This Article

›Creating a Contact
›Adding a Doctor
›Adding a Payer
›Viewing Payers Invoices

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Contacts are everyone you need to keep track of who isn’t a patient or client. This can include Insurance companies, Referring Doctors, Case Managers, Suppliers, etc.

If you already have a database of Contacts you wish to import into your Nookal account, you can do so with a CSV file in Practice > Integrations > Import Data.

Creating a Contact

To add a new Contact, navigate to the Contacts tab in your Nookal account.

Click Add Contact at the bottom left of the screen.

Enter the Company AND/OR the First Name and Last Name for this Contact in the window that opens, these are the only required items needed to create a Contact.

Fill in as many fields as is relevant while creating a new Contact to have all the information easily accessible from anywhere you access your Nookal account. See below what specific information is required for specific types of contacts (e.g. Insurers, Case Managers, Doctors…)

After filling out these fields, click Save Changes at the bottom right of the window to save and go back to the Contacts list.

Adding a Doctor

For Doctors, we recommend adding the following information:

• Full Name in First Name and Last Name fields.
  
• Registration Number of Medical Board (Provider number) in the Provider / Facility ID Field.
• Contact Details (and a note of the preferred, or best way to communicate).

Double check any Doctors’ Provider numbers as these will need to be correct for use for Online Claiming.

Adding a Payer

A payer is anyone who will pay for a client’s session e.g. insurance companies and employers.

To set a Contact as a Payer, you need to tick the Payer box for a Contact to appear as a billing option when adding a Payer for a Client.

In addition to ticking the Payer option, we recommend adding the following information:

• Name of the Contact person – if there are many Case Managers with different contact details, we recommend creating a new Contact for each of them.
• Phone numbers.
• Address if sending invoices by post.
• Email address if communicating by emails.

 

Viewing Payers Invoices

You can now view all of the Invoices connected to a Payer.

Select the Contact from the list.

Click on the Invoices tab.

This will show you any invoices where this Contact has been set as the Payer.

You can also search the invoices by using the Search Bar in the top right corner.