• Make sure you have all the relevant details to make the contact, these are:

§ Name of Company

§ Person’s First and Last Name (if relevant)

§ Provider number (if relevant)

§ Whether they are a Case Manager or Payer

§ What category they are (ie doctor, insurance company, employer, etc)

§ Email Address

§ Phone Number

§ Address

• Select “Contacts” on the nookal task bar

• Select “Create Contact” on the bottom right of the screen

• Enter all the relevant details

• Select “Create Contact”