The system allows you to capture a range of contacts that are part of the client's care, for example, a parent, spouse or caregiver. These records give workers the current information about who they can communicate with about a client's needs.
To add a client contact
- Go to the client's record.
- Click on the Circle of Supports tab.
- Scroll to the Client Contacts section.
- Click on the New button.
This will open a New Client Contact form. The following table describes the fields in this form. Mandatory fields are marked with an asterisk. Filling in some fields reveals or activates additional options.
| Field | Use and purpose |
|---|---|
| * Client Contact ID | This is a read only field that will contain the unique ID of the record after creation. |
| Status | Set the status to Current. |
| Relationship Information | |
| * Client | This field is auto-filled with the name of the client. |
| * Related Contact | Search the list of existing contacts to link to the record. If you can't find the related contact, select +New Contact to add a new contact. |
| * Relationship | Use the drop-down list to select a relationship. |
| Client Contact Attributes | |
| Emergency Contact | Shows that this is a contact who should be contacted in an emergency. Validation: Client records can only have 1 secondary emergency contact. |
| Primary Contact | Shows the main contact to be reached about the client's needs and services. Validation: Client records can only have 1 primary contact. |
| Billing Contact | Contact is listed as the billing contact on client invoice records. |
| Receives Client Updates | Tick if the related contact receives client updates. This contact will receive case notes that get shared. Ensure linked contact has a valid email. |
| Receives Client Communication | Shows this contact has permission to receive any communication about the client's care. |
| Service Agreement Signatory | Shows this contact can receive service agreements for signing on behalf of the client. The contact must have an email address recorded to receive the agreement. |
| Support Decision Maker | Tick if the related contact has been identified as support decision maker for the client. |
| Support Decision Making Area | Use the drop-down list to select a related support decision area. |
| Additional Information | |
| Display as Alert | Displays this client contact as an alert on the client's record. |
| Comments | Free text field to record any additional notes about the relationship. |
- Click on the Next button.
The new record will now be listed under the Circle of Support tab, in the Client Contacts section.
To edit or delete this record:
- Click on the drop-down arrow at the end of the row.
- Select Edit or Delete.
If you selected Display as Alert, the client contact will be listed as an alert at the top of the client's record. This will highlight to workers the best contact to reach out to when they need to communicate about a client's needs.