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Add a contact

Learn how to add new contacts to send invoices, letters and assign cases.

2 min readUpdated 4 months ago

Info

Who is a contact? A contact is a person or organization connected to your clinic or a client, but not a patient themselves. Examples include a referring GP or specialist, a plan manager or insurer, a funding body, an employer, or another provider you share information with.

Add a contact

  1. Go to Contacts and click Add contact.
  1. Enter the contact details (see Contact field reference below).
  2. Click Save. The new contact will be added to your Contacts table.

Contact field reference

Field Description
Type

Classifies the contact.

  • Standard: A general contact (often linked to a client, such as a carer, parent or guardian).
  • Doctor: Medical referrer or treating clinician (e.g. GP, specialist).
  • Third party payer: Organisation that pays on the client’s behalf (e.g. insurer, funder, employer).
  • Plan Manager: Provider that manages client funding and pays service providers on the client’s behalf. (In Australia, often NDIS-related.)
Title Title the contact prefers to be addressed by (e.g., Dr, Mr, Mrs, Ms, Miss, Mx).
Name Contact’s full legal name (first and last name).
Preferred name The name the contact prefers to be called.
Profession The contact’s role or discipline (e.g. GP, physiotherapist).
Company Employer or organisation the contact works for.
Email Address used for messages and documents (e.g. letters, invoices). Use a valid email to enable outbound communications.
Phone numbers Phone number(s) for the contact (you can add direct and office lines).
Address Postal or street address for correspondence.
Notes Any additional context relevant to this contact (e.g., best time to call, admin preferences). Displayed on the contact profile only.

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