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.

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.