Modifying State License Information for a Contact

Complete the following procedure to modify the state license information for a contact. This information typically applies to a contact who is a physician or another health-care provider.

To modify the state license information for a contact

1. Tap Side Menu and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the main pane.

   • A list in the side pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

   All details for the selected contact appear after the list in the main pane.

3. Update an existing contact state license as follows:

   1. Tap State Licenses in the list in the side pane.

      All state licenses associated with the contact appear in the Licenses list in the main pane.

   2. Tap the state license that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new contact state license as follows:

   1. Tap State Licences in the list in the side pane, and then tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new state license in the fields that appear, and then save the record.

      The following table describes the fields.

      Field Name	Description
      State	Select the state or jurisdiction in the United States associated with the license number. If the jurisdiction is not in the United States, then this field is not required.
      License Number	Type the license number.
      Status	Select the status of the license, which can be Active or Inactive.
      Expiry Date	Select the date when the license expires.