Contacts & Connections Section in Client Profile
The Contacts & Connections section in the Client Profile displays all contact records associated with the client.
Keywords: client contacts management, client emergency contacts, care management contacts, client support contacts, client next of kin records, healthcare contact directory, client care network contacts, support coordinator contacts, client medical contacts, carevision contact management
The Contacts & Connections section allows organisations to record and manage important people connected to the client. This allows staff to quickly access contact details for individuals involved in the client’s care, support, administration, or decision‑making.
To view contacts from the Client Profile:
- Open the Client Profile.
- Select Contacts & Connections.
Contact records represent individuals or organisations linked to a client for communication, support, care coordination, or legal purposes. These contacts are separate from staff records and may include family members, medical professionals, support coordinators, or administrative contacts.
From this section, you can:
- Add a new contact using + Add Contact
- View all existing contact records for the client
- Link an existing organisational contact to the client
- Store important contact details and relationships
Examples of client contacts include:- Emergency contacts
- Enduring Power of Attorney (if applicable)
- Billing contacts or plan managers
- Doctors, GPs, clinical contacts, or pharmacies
- Religious contacts or next of kin
- Support coordinators
- Other important contacts involved in the client’s care
Emergency contacts
Enduring Power of Attorney (if applicable)
Billing contacts or plan managers
Doctors, GPs, clinical contacts, or pharmacies
Religious contacts or next of kin
Support coordinators
Other important contacts involved in the client’s care
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