The Bereavement Contacts screen allows you to document information about friends and family of a deceased patient. This information is vital in tracking the visits, phone calls, and letters that are sent when a patient expires.

🔹 How to Document a Bereavement Contact

• Select Patient screen: Type in the patient name or chart number to locate the patient.
• Click the Bereavement tab.
• Type your information onto the Contact Card.
• Click Save Contact, in the upper right, to save the information.
• Repeat steps 4-6 for all the bereaved contacts that you wish to add.
• Click Print Full List or Print Short List, if desired.

🔹 Import from Referral > Contacts List

• Click the Import Contacts dropdown box
• Select a contact to import.
• Review the information that was inserted and modify, as needed. 
• Click Save Contact, in the upper right, to save the information.
• Repeat the process for any other contacts you want to import.

🔹 Edit a Bereavement Contact

• Select the contact that you wish to edit by clicking on the contact at the bottom of the screen.
• The fields of the Contact Card will be loaded with that contacts information. Make any necessary edits.
• Click Save Contact, in the upper right, once edits are complete.

❌ Remove a Bereavement Contact

• Select the contact that you wish to delete by clicking on the contact at the bottom of the screen.
• Click Remove Contact at the top.
• A popup will appear. If you are sure you want to delete the contact, click Yes. If you do not wish to proceed, click No.