Managing Client Contacts & Connections
Managing Client Contacts
Your clients will have multiple contacts and people in their lives to keep track of. You can add these contacts on the client profile from the portal or the mobile application. These contacts can have different roles or contact types, can be used for certain exports or can be used on print formats. Additionally our communications module allows for matching of calls and emails based on the contacts phone or email.
When you add a contact the first thing you will be prompted for is to search, to ensure that the contact does not already exist in the organisation. Where the contact already exists within the organisation you are able to select the contact and connect it to the client as opposed to making the contact again. Where it is a new contact select '+ New' to create a new contact.
There are some key elements of the contact record to take note of:
- Contact Type: A contact can have multiple different types associated with it. The contact type represents key roles that contacts play within the life of the client. Some contact types are for reference purposes, while other contact types will impact other areas of the system and outputs.
- Additional Client Address: If selected the address will be mandatory on the contact, also the contact will appear on services for the client to quickly select as an additional address for the client.
- Finance / Billing: This contact will be available for assignment to a funding source as the billing contact.
- Relationship: This is for reference purposes so you understand the relationship of the contact to the client. There can only be one selected for each client and contact relationship.
- Organisation Reference: This is available for use as a reference field and is particularly useful for billing contacts if you want to map your invoices to them.
- Connection Status Security Role: This is required if you are to invite a contact to become a system user via the Mobile Application and connect with the client and your organisation.
If you have added the wrong contact to a client you can remove them from the client profile. Their details will still be stored in the system still, and you can access them in the contacts area of the portal.
Whats the Difference Between a Contact and A Connection?
You can tell the difference between a contact and a connection by their appearance on the list. A Connection is a system user so you are able to contact them through the application, therefore you can se the chat and call icons under their profiles. Whereas a contact does not have these options shown on their listing. These are highlighted below.
How do I upgrade a Contact to be a Connection of a client?
Firstly check with your system administrator to identify if your currently inviting connections to interact with clients and your organisation. To learn how to do this please review the CareVision Knowledgebase.
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