Personal identifiers are information used by other organisations to identify the client. This can include things like Medicare and Private Health Cover numbers.
To add a client contact
- Go to the client's record.
- Click on the Circle of Supports tab.
- Scroll down to the Personal Identifiers section.
- Click on the New button.
- This will open the New Personal Identifier form. Select the record type for the information you're adding and click on the Next button.
- This will launch a form that captures the relevant details about the identifier that you've selected. Fill out this form and then click on the Save button.
The new record will now be listed under the Circle of Support tab, in the personal identifiers section.
To edit or delete this record:
- Click on the drop-down arrow at the end of the row.
- Select Edit or Delete.