How do I add a new contact to my Directory?

Use the Directory to quickly add your trusted colleagues to your EHR and search for new connections in the Practice Fusion network. 

Before sending a referral, you’ll need to set up your list of provider contacts in your Directory. Once you’ve added contacts to your Directory, you can instantly send them referrals and secure messages through your EHR. Directory contacts are available to everyone in your practice.

To access your Directory, click the Home icon from the left navigation bar, and then click on the Directory tab above. In your Directory, you can add your existing provider contacts and search the Practice Fusion network for new contacts.  



Results will show you columns for provider’s name, specialty (if indicated), and contact information. Under the Network column, you can see how you’re connected with the provider: you’ll see whether the provider is in the Practice Fusion network or simply one of your connections. Please note that electronic referrals can only be sent via Direct Address or to other PF users (you can still send fax referrals to users with a fax number). 

There are two main filters for connections: My Connections and Search Practice Fusion (network of providers). Using the dropdown menu in the top left corner, you can choose to search a contact you’ve already added to your connections or find a provider in the PF network of providers. 

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Search Practice Fusion (network)
You can search the Practice Fusion network for new connections by selecting Search Practice Fusion to search for providers by name and/or specialty. Your search results will display providers closest to your practice location at the top of the list. Once you’ve found the provider in the list, click the Add to my network button to have the contact added to “My connections.”



Please note: Only identity verified providers will populate in the results. This means a provider would have had to have either completed the eRx or Direct sign-up using identify verification. For more information, please see: What is Practice Fusion's e-prescribing verification process?

You can narrow your search by using the Specialties drop-down menu.

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Add New Contact
To add a contact, click Add new contact button in the top right corner. Enter the provider’s name and fax number, which are required to save the contact, then enter their phone number, email and specialty if known and click Save. The provider is then added to your network and found under My connections. If you have a Direct account set up, you have the option to add a Direct address for your new contact. Please note that only Direct enabled users can add Direct addresses to contacts, as the field will not be available otherwise.

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You can also add a contact from the Referral itself, when in the patient's chart, you select "Add Referral" from the Action's menu. A pane will open on the right hand side, with a "My Connections" pane on the left. You may search through your existing connections by typing into the search field, or you can add a new contact by clicking the "Add Contact" symbol, highlighted below. 



A window will open asking you to input additional information. Once complete, select "Save". This contact will save to your directory. 


Edit or Remove Contacts
To edit one of your contacts, navigate to My Connections and find the contact in your list. Under the Actions column, click the drop-down and choose Edit. You will see the same screen as above and can edit any of the fields and click Save to save changes. To remove a contact from your connections, click the drop-down menu and choose Remove contact. Please note that clicking this button will remove the contact immediately, there is not a confirmation screen (i.e. are you sure you want to remove this contact).

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Once you've setup your contacts, you can learn how to send a referral to other providers in your network here: How do I send a referral?

EHR Features

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  2. How do I train my practice on the EHR?
  3. How do I schedule a new appointment?
  4. How do I upload documents?
  5. How do I update my appointment schedule?
  6. How can I customize my default appointment time and the appointment slots on my schedule?
  7. How do I schedule recurring appointments?
  8. How do I change appointment status in the scheduler?
  9. What is the appointment reminder process?
  10. What reports are available in the EHR?
  11. How do I send a referral?
  12. How do I export patient demographics from Practice Fusion to an Excel file?
  13. How do we integrate our product or service with Practice Fusion?
  14. How do I use the Patient Lists report?
  15. How can I access Practice Fusion on my tablet?
  16. How can I re-fax a failed fax referral?
  17. Do we receive a notification when a patient requests an appointment?
  18. Where can I change or add appointment types?
  19. How do I find a patient's past and future appointment?
  20. How do I create a block on the schedule?
  21. How is a patient notified of appointment status?
  22. Is scanning patient information into Practice Fusion legal?
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  25. How do I run or export reports?
  26. How do I get an alphabetical list of patients?
  27. How do I add a new contact to my Directory?
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  32. How do I view and print my daily schedule?
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  35. How can we organize documents?
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  37. How do I recover a deleted appointment?
  38. How do I color code the scheduler?
  39. What information will display when I print the Appointments sheet?
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  44. What emails are sent to patients?
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  46. Is Practice Fusion secure?
  47. Can I generate a list of my specific patients?
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  53. How do I use the Payer Report?
  54. How do I set durations for custom appointment types?
  55. How do I create custom document types?
  56. How do I delete custom document types?
  57. How do I add attachments to referral letters?
  58. What tools are available to track patients with overactive bladder (OAB)?
  59. How do I retrieve a referral if I don't have a Practice Fusion account?
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  61. How can I track copays in the schedule?
  62. Is private training available?
  63. How do I use the help menu drop down?
  64. Can I use Dragon or other dictation software with Practice Fusion?
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  66. How do I update an appointment's confirmation status in the schedule?
  67. What is the Prescription Report?
  68. How do I submit an idea?
  69. How do I use the Appointment report?
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  71. How do I batch export CCD files for a subset of my patients?
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