Contacts tab

Get to know the participant contacts tab.

Alright, let's talk about the Contacts tab in the Participant Management Interface. This is where you can add and manage all the important people in a participant’s life. Whether it's family, friends, service providers, plan managers, or any other stakeholders, this tab has got you covered!

Adding Contacts

To get started, you'll want to hit that Add Contact button. This will open up a form with several fields for you to fill out. Here's what you'll need:

  • Name: This is a required field. You can't add a contact without a name, so make sure to fill this in.

  • Email Address: Another required field. Ensure you have the correct email address for future communications.

  • Phone Number: While not required, it's always good to have a phone number on file.

  • Organisation: If the contact is part of an organisation, you can add that information here.

  • Relationship: Specify the contact's relationship to the participant. Are they a family member, a friend, a service provider? This helps keep everything organised.

  • Description: This is optional and only visible to you. Use this field to add any extra notes or details that might be useful.

Updating Contacts

Once you've added all the necessary information, don't forget to hit the Update button to save your changes. This ensures that all your hard work doesn't go to waste and the contact information is securely stored.

Why It Matters

Keeping an up-to-date list of contacts is crucial for effective support coordination. It allows you to quickly reach out to the right people when needed and ensures that everyone involved in the participant's care is on the same page.

So, there you have it! The Contacts tab is your one-stop shop for managing all the important people in a participant’s life. Keep it updated, and you'll always be in the know.

Happy managing!

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