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15.2 Prerequisites for Collaborations

 

Before creating a collaboration you will need to set up the contact information for the collaborator from the Scheduling module.

 

Open a Contact Management dialog box from the Scheduling module menu bar.

 

  • 1. Click the Scheduling icon  in the ICE menu bar.
  • 2. Click Practice in the scheduling menu bar, point to Contact Management, and then click Create.

 

 

Fill in the contact information for the collaborator and then click Save.

 

  • 1. In the Contact Management dialog box, click to type the contact’s First Name and Last Name.

  • 2. To enter a Code, click Check Availability in order to auto-populate codes that are available. This code can be manually overwritten by typing in the text box.
  • 3. Select a checkbox for the Contact Type.
  • 4. Click to type an Email address for the contact.
  • 5. Click Save.