This guide will show you both how to add a new contact to your Service User’s file
and also how to link an existing contact from the files of other Service Users.
Adding a new contact:
1. Select the Service User for whom you wish to add a contact
2. Under Contact Information, select the category of contact you are adding and select add
3. Fill out the contact’s details in the boxes on the right to create a new person as a contact.
4. Scroll to the bottom and select Create as contact
5. There are now more options to select. Tick any boxes that apply to the new contact and select Save.
Note: This is also where you can add a relative to the Relatives gateway, please see the Relatives gateway guide for further information on doing this.
Linking an existing contact:
If you wish to link an existing contact to a Service User (for example if Service Users share the same Doctor or Social Worker)
1.In Contact Information, select the category of contact you are adding and select add
2. Type in the name or other information on the left-hand side under the heading Create a contact from an existing person. Any matching existing contacts will appear below.
3. Select Set as Contact
4. There are now more options to select. Tick any boxes that apply to the new contact and select Save
