Contacts Information Subtask

Use the Contacts Information subtask to record information about the contacts associated with a particular insurance/benefit provider.

You can add to the Contacts table at any time, and you can establish an unlimited number of records.

Contents

Field Description
Sequence Number

This non-editable column displays an incremental number, beginning with 1 and increasing by one each time you select the button on the toolbar to add a new record.

Contact Name

Enter the name of the contact person.

Phone Type

Enter the type of telephone number you are recording, such as office, fax, or pager.

Phone Number

Enter the contact person's telephone number.

Phone Extension

If available, enter the extension associated with the telephone number.