The Client Contacts section combines Next of Kin and Support Agency contacts and puts all of the important contact people in one central and easy to find place. The Client Contacts section also enables users to add many more important contact people to a Client's record, such as an NDIS co-ordinator, one or more carer's, Financial and Legal Power of Attorney, a Doctor, non household member and so on.
This solution covers how to:
- View existing Client Contacts
- Add a new Contact to a Client screen
- Change details for an existing Contact
- Deleting a Contact from a Client's screen
- Create a new Contact (Manage Contacts)
View existing Client Contacts
To view existing Contacts for a Client, from the Home Screen click Clients > Manage Clients > open the Client screen by double clicking their row and the Contacts section will show on the individual's screen, underneath the Income section:
Double click on any row to open the Contacts screen.
Add a new Contact to a Client screen
To add a new Contact to a Client's screen, click the 'Add Contacts' button. The 'Select Contacts for CLIENT' screen will appear.
To add a new contact that is on this screen to the Client's screen, double click their row. A message will appear to advise the contact has been successfully added to the Client.
If the contact you would like to add is not in the list, click the Add New Contact button:
The Contact screen will appear where you can enter to information related to this person, starting with their Surname:
Once you have entered all of the information that relates to this Contact, click Exit to exit the screen and be taken back to the Client Contacts screen. You can now see the contacts that you have just added.
NOTE: Both the Primary Category and Support Agency drop downs are completely customisable by your Organisation.
To add or remove any option in these lists, please ask your System Administrator to update them using the steps in this link: System Maintenance - Reference Tables (Managing Drop Down Lists).
To add new values to the Primary Category drop-down box, edit the Contact Category reference table. The values for the Support Agency drop-down box are in the Support Agency reference table.
Change details for an existing Contact
Once a contact has been allocated to a Client, the details regarding the Category, Relationship, or Support Agency for that contact, can be edited from the Client screen.
To edit them, click in the field that you would like to change and a drop-down box will appear, allowing you to choose a value.
To change the value for Phone1 or Phone2 you can just type over the old value. You can't change the Surname or First Name of the contact.
Note: Changing any of these values will only change it for that client, not for all clients that share the contact person. For example, a contact may be a carer for one client, and a next of kin for another client.
Deleting a Contact from a Client's screen
To delete a contact from a client, select the box to the left of the contact name to highlight the entire row. Press the 'delete' button on your keyboard.
A pop-up message will appear confirming that you want to delete 1 record. Click Yes to delete it.
Create a new Contact (Manage Contacts)
A new contact can be added to the system without going through a Client screen.
To do this, from the Home Screen, click Clients > Manage Contacts.
This will bring you to a Manage Contacts screen which is similar to the other manage screens in Chintaro. From this screen, you can sort, filter and hide/un-hide fields. To add a new contact from this screen click on the blue Add New Person button on the top.
This will take you to the same contact screen mentioned earlier, where you can enter to information related to this person, starting with their Surname. When finished click on the blue Exit button up top.
**Note - The SMS, Email and Word Merge buttons up the top are disabled at the moment. This feature will be added to the next release.
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