Contacts Tab
What is the Contacts Tab?
The Payers Tab is a section within the Referral Details screen that allows you to organize and manage a person's external contacts, whether it be a Case Manager, Emergency Contact, Guardian, etc. Keeping information organized here will allow you to easily enter Contacts Logs and add Contacts as Participants to Events.
Active Contacts
At the center of a screen is a list of the person's active Contacts. Supportable defines an active Contact as a
person who is currently involved and relevant to a Person's case.
Contacts can be placed on this list in two different ways:
- By clicking the + Add a New Contact link.
- By selecting one of the Contacts from the Payers Found on This Referral and processing it into the person's record.
| View/Edit Contact Information: | This allows you to open up an editor to view and modify information
related to the Contact. |
| Designate/Dismiss as Emergency Contact: | Allows you to denote whether or not a Contact is the person's Emergency. |
| Designate/Dismiss as Guardian: | Allows you to denote whether or not a Contact is the person's Guardian. |
| Remove from Person's Payers: | Places the given Contact into an Inactive status. Inactive Contacts can be found and made active again by changing the Status menu in the upper-right hand corner of the window. |
Add a New Contact
To add a new Contact, simply click the + Add a New Contact link at the bottom of the list of active Contacts. A
new window will open, allowing you to enter information applicable to the Contact.
Click the Add Contact once the desired information is entered.
Contacts Found on This Referral
If the Referral at hand was submitted externally from the Referral Form, the Referent may have provided Contact information. That information lands in this section so that you or any user with access may process it into the Person's record. To do so:
- Click the Plus Button to the right of the Payer list item.
- Examine/update the information as needed.
- Click the Add Contact Button.
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