Add or Remove a Contact from a Client Profile

Contacts are normally added during admission but can also be supplemented later. To add a contact to a client’s admission:

1. Go to the Client Search screen via Main Menu > Client.

2. Locate and double click on the client using the search filters.

3. Click Contacts.

   

4. Click the + button.

   

5. Enter the contact information.

   

6. Click Save.

In some situations, a contact may no longer be associated with a client. To remove a contact from a client’s admission:

1. Go to the Client Search screen via Main Menu > Client.

2. Locate and double click on the client using the search filters.

3. Click Contacts.

   

4. Double click on the contact to be removed.

5. Click Delete.

   

6. Click Yes.