Create a New Contact

Tracking someone from their first interaction with you is very important in running your clinic optimally. Smartcare recognizes these people as CONTACTS.

Quick Add New Contact

1

Click on the purple plus (+) button in the platform's top right corner and select Contact. 

2

A New contact form will pop up. Fill out information, then click Save.

4

A new Contact is created as a Lead! Contact can now be searched, or found in Recently viewed section.

5

Go to Contact's page. Click Edit button to edit additional contact details.

6

Edit any pertinent info, click Save and close to exit.

Create Contact AND Appointment

1

Click on available time in schedule (note cursor is on 9:15 AM).

2

Search Contact, if not found, click on blue banner to create new. Fill out Contact and appointment information, then click Save button in bottom right.

3

New Contact and appointment are created.