> For the complete documentation index, see [llms.txt](https://support.caspen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.caspen.com/using-caspen/contacts/add-a-contact.md).
# Add a contact
Learn how to add new contacts to send invoices, letters and assign cases.
## Add a contact
1. Go to **Contacts** and click **Add contact**.
2. Enter the contact details (see **Contact field reference** below).
3. 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. |
