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Filopto Help Manual

 

A Rolodex is a file device used to store business contact information.

 

The Rolodex section ( located in the File menu) provides an easy to use address book of all Patients, Family Doctors, Providers, and Vendors contained in the various files of Filopto. As you add new entries in Filopto, the Rolodex is automatically updated to display basic key information.  In addition you can enter your own special contacts, which will appear in the Other Contacts section.

 

rolodex

 

This function is a helper tool designed to assist users in quickly locating an address or telephone number. You cannot enter information in the Rolodex or change information via the Rolodex with the exception of the category Family / Referring Physicians  and the Other Contacts.

 

The information displayed by the Rolodex can be sorted by the user by selecting one of the options available on the Rolodex screen.

 

Note that at the right-hand side of the display, an alpha/numeric selection bar exists, which automatically sorts and displays the names meeting your selection criteria in the Rolodex.

 

The Rolodex also permits users to automatically place a call to a selected telephone number by using the Auto Dialer icon to the right of the displayed number. The icon resembles a telephone.

 

 

Family / Referring Physicians

 

The Family / Referring Physician tab provides for the data entry of physicians into Filopto.  All entries entered here will be available for selection in the patient file.

 

 

Other Contacts:

 

To enter other contacts click the + sign and enter the data to the right of the screen.  Click on the check mark in the navigation bar to save your new record.

 

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