How to manage the Contacts feature in DocStation

Aubree Dorr avatar
Written by Aubree Dorr
Updated over a week ago

The Contacts repository is a new feature designed to store provider contacts, including facility details, to be used on medical claims and templates. Here's how to use it:

Creating a Contact Record

  1. Click on the Settings cog in the left navigation bar.

  2. Navigate to the Contacts tab.

  3. Click on the 'Add New' button to create a new contact.

  4. Fill out the form with the required information. This includes:

    1. contact type (Individual or Location)

    2. address details

    3. NPI

      1. Note: the contact must have an NPI and address to be used on medical claims. If you do not see the contact from the selection on the claim, first ensure both the address and NPI fields are filled out on the contact record.

  5. Optionally, you can also add additional details such as phone numbers, Tax ID, and the contact owner.

  6. Once all the necessary information is filled out, click 'Save'.

Contacts with Individual type designated can be used on claims as Ordering Providers, while contacts with Location type designated can be identified as Service Facilities.

Ordering provider selection:

Service facility selection:

Importing Contacts

The Contacts Repository feature also allows you to import contact details from a file. Here's how:

  1. Navigate to the Contacts Repository.

  2. Click on the 'Import' button in the top right corner.

  3. Select the file you wish to upload and click 'Open'.

  4. Review the data and click on either 'Create All' to create all records at once or 'Create One' to create one record at a time.

This new feature is designed to streamline your workflow and make it easier to manage your contacts. If you have any further questions or need additional help, please reach out to our support team in Chat or at

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