Adding contacts to a person in your system is a straightforward process. Follow these simple instructions to manage Person's Contacts.

  1. Select your Person from the Person tab.
  2. Navigate to the Contacts tab.
  3. If there are existing contacts, you will see them listed. To add a new contact, select "new" from the Contact's section.
  4. Choose the type of contact you want to add. Options include a primary care provider, service coordinator, family member, or guardian.
  5. Enter the name of the contact.
  6. Optionally, input the contact's phone number, fax number, email, title, and department.
  7. Confirm that the contact is linked to the correct person.
  8. If applicable, enter the mailing address for the contact, especially if they are a state business or external entity.
  9. Add any descriptive information that may be relevant.
  10. Save the new contact.

Once saved, you will see the new contact, such as the service coordinator, listed and linked to the person you selected. This process helps maintain organized and accessible contact information for Persons in the system.


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