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Create a Contact

Contacts are non-clinical individuals associated with your practice or a client — referring providers, emergency contacts, guardians, or business partners. Creating a contact record keeps their information organized and linkable to relevant client records.

How to Create a Contact​

  1. Go to the Contacts section from the navigation pane, or open a client record and navigate to the Relationships tab.
  2. Click Add Contact or Create Contact.
  3. Enter the contact's name, role, and contact details.
  4. Link the contact to a client if applicable.
  5. Click Save.