Client contacts are used to store key contact details for a client, such as phone numbers, email addresses, and care locations. These contacts help ensure communication and care delivery details are accurate and easy to access. Contact types can also be customised to suit different use cases.
To create a ew client contact, follow these steps:
Click Client.
Click on the required client.
Click Client contacts.
Click Add.
Enter a description to identify the contact.
Enter a mobile or phone number.
Enter an email address if required.
Choose a priority level from the drop-down.
To add an address, enter a postcode and click Find.
Click on the address from the pop-up list.
Click Select.
Choose a contact type.
Click Save.
Add a new contact type
📌 Note: You can create multiple contact types to support different roles or care locations as needed.
To add a new contact type, follow these steps:
Click Setup.
Click Contact type.
Click Add.
Enter a contact type name.
Click the tick icon to save the new contact type.