Managing Contacts with the Address Book

Managing Contacts with the Address Book

The address book is your organisation's central directory of external contacts - clinicians, hospitals, pharmacies, and other healthcare professionals. Contacts stored here can be used across the system when creating referrals, writing letters, and sending communications.

How to Get There

Open Communications > Address Book from the configuration sidebar.

Adding a Contact

1. Click Add Contact in the top-right corner
2. Fill in the contact details:
   • Name - title, first name, and last name
   • Job title and Specialty (e.g. Dermatology, Cardiology)
   • Organisation - the contact's practice, hospital, or institution
   • Registration - registration body (GMC, GDC, NMC, GPhC, HCPC) and number
   • Email and Phone
   • Address - full postal address
   • Contact type - Clinician, Practice, Hospital, Pharmacy, or Other
   • Notes - any additional information
3. Click Save

At minimum, you need to provide either a name or an organisation name.

Contact Types

Type	Use For
Clinician	Individual healthcare professionals (GPs, consultants, specialists)
Practice	GP surgeries, dental practices, clinics
Hospital	NHS trusts, private hospitals, treatment centres
Pharmacy	Community and hospital pharmacies
Other	Any other external contact

Searching and Filtering

The address book supports several ways to find contacts:

• Search - type in the search bar to filter by name, organisation, or specialty
• Filter by type - narrow the list to a specific contact type
• Filter by specialty - find contacts in a particular clinical specialty
• Favourites - toggle to show only starred contacts

You can also customise which columns are visible and how the table is sorted.

Editing a Contact

Click on any contact to open the details sidebar. From there you can:

• Edit any field by clicking on it
• Toggle the contact as a favourite (starred contacts appear first in the list and in recipient pickers)
• View when the contact was created and last updated
• Use quick links to email or call the contact directly

Deleting Contacts

To delete a contact, open the details sidebar and click Delete. You can also select multiple contacts using the checkboxes and delete them in bulk.

Deleted contacts are soft-deleted and will no longer appear in the address book or search results.

Using Contacts Across the System

Contacts from the address book are used in several places:

• Referrals - when creating a referral, search for a named consultant from your address book. You can also add a new contact inline if they don't exist yet
• Letters and documents - the AI writing assistant uses address book contacts as recipients, including their full address and professional details
• Email communications - when composing emails, you can search your address book to find contact email addresses

Favourited contacts appear first in all recipient pickers, making it quick to select frequently used contacts.

Importing Contacts

If your organisation is migrating from another system (e.g. Semble), contacts can be imported in bulk. Imported contacts are tagged with their source system so you can distinguish them from manually added contacts.

Tip: Star your most frequently used contacts as favourites. They will always appear at the top of the address book and in recipient search results across the system.