Access the Address Books

The Address Books are displayed throughout Helix whenever you need to add a recipient.

About this task

To access the Address Books directly, either:

  • In the main menu, select Address Book iconAddress Book.
    Main menu
  • Via Settings:
    1. Select User iconuser > Settings iconSettings.
    2. In the Settings window, select Address Book or Billing > Address Book in either the dashboard or menu, depending on your permissions.
      Address Book under the Practice Manager's log in
      Note: Depending on your permissions, you might see both Fee Schedules and Address Book under Address Book.
      Address Book under the Administrator's log in

Results

The Address Book window is displayed.
Example Address Book window
Toggle between the Clinical Management and Practice Management address book tabs.
Address Book tabs