Bereavement Contact
Documenting "contact information" when your patient has expired.
The Bereavement Contacts screen allows you to document information about friends and family of a deceased patient. This information is vital in tracking the visits, phone calls, and letters that are sent when a patient expires.
🔹 How to Document a Bereavement Contact
- Select Patient screen: Type in the patient name or chart number to locate the patient.
- Click the Bereavement tab.
- Type your information onto the Contact Card.
- Click Save Contact, in the upper right, to save the information.
- Repeat steps 4-6 for all the bereaved contacts that you wish to add.
- Click Print Full List or Print Short List, if desired.
🔹 Import from Referral > Contacts List
- Click the Import Contacts dropdown box
- Select a contact to import.
- Review the information that was inserted and modify, as needed.
- Click Save Contact, in the upper right, to save the information.
- Repeat the process for any other contacts you want to import.
🔹 Edit a Bereavement Contact
- Select the contact that you wish to edit by clicking on the contact at the bottom of the screen.
- The fields of the Contact Card will be loaded with that contacts information. Make any necessary edits.
- Click Save Contact, in the upper right, once edits are complete.
❌ Remove a Bereavement Contact
- Select the contact that you wish to delete by clicking on the contact at the bottom of the screen.
- Click Remove Contact at the top.
- A popup will appear. If you are sure you want to delete the contact, click Yes. If you do not wish to proceed, click No.