Manage Client Contacts

Adding a Client’s contact(s) can be done at any time after the Client is in the system. At least one person should be added as an emergency contact. Complete the following steps to manage Client contacts.

1. Open a Client’s profile.

2. On the Personal tab, go to the Contacts section. Select the ADD CONTACT option.

   

3. Complete the fields on the Add Contact window. Fields marked with an asterisk * are required. Select the SAVE button.

   

   Using the Type and Relation dropdown menus, you may add multiple contacts based on the type of contact and relationship to the client. Using the SAVE AND ADD NEW button allows you to add multiple contacts without leaving the screen.

   

4. To edit or delete a contact, select the options(three dots) menu.