Access the Address Books

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

Before you begin

Permissions:
  • Update Address Book in Settings

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

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