Echo - Adding Contacts

Adding Individual Contacts

1. Click “Inbox”
2. Click “Start Conversation”

Adding Contacts 1

3. Enter new contact’s number under “New Patient”

4. Once you type a valid phone number, a dropdown will appear for you to enter the contact’s name.

5. Press “Add Contact” once you are done, and it will be added into your Echo contacts.

Adding Contacts 2

Adding Multiple Contacts

Part 1
Create a spreadsheet and save as CSV with everyone you want added into Echo
*Make sure the column headers are labeled “Name”, “Phone”, and “Email”. No other variation of those titles are accepted into Echo

Part 2

1. Click “Patients” and "Non-integrated Patients"

2. Click “UPLOAD FROM CSV”

Echo - Adding Contacts - Non Integrated

3. Choose file and then upload into Echo

Adding Contacts 4