Contacts

Learn how to add and manage contacts for your clinic.

Keep your contact network organised with Caspen. Add referrers, plan managers, insurers, employers, and other third parties so you can send letters and invoices, link them to clients as referrers or referral sources and assign them to cases.

• Add a contact - Create a new contact.

• View a contact - Open and review the contact’s profile.

• Edit a contact - Update contact details.

• Archive a Contact - Move a contact to Archived or restore it to Active.

Who is a contact? A contact is a person or organisation 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.