Adding and Managing Contacts

Overview

The Contacts tab stores the people connected to a member — emergency contacts, family, physicians, hospitals, and payors. Each contact has a type, one or more relationships, contact methods, and communication preferences. This article shows how to add, edit, and remove contacts.

Before You Begin

You must be logged in with permission to edit member profiles.
Contact Type and Relationships options are configured for your center.

Steps

Step 1: Open the Contacts tab

Open the member and select the Profile group.
Select the Contacts tab.

Contacts tab in the member profile

Step 2: Add a contact and set type and relationships

Select Add Contact.
Choose a Type (required).
Select one or more Relationships (required) — this is a multi-select.

Add Contact form with Type and Relationships

Step 3: Enter the name and address

Enter the First Name and Last Name (required). For a Hospital type, a single Name field is used instead. Add the Address if you have it.

Name and address fields on the contact form

Step 4: Enter phone, email, and preferences

Enter the mobile Phone and Email.
Use the Allow toggles (Email, Call, Text) to record how this contact may be reached.
Add a Home Phone and Work Phone, each with its own Allow Call toggle, if needed.

Phone, email, and Allow preference toggles

Step 5: Add extra details and mark a payor

Add Fax, Employer, Organization, and Notes as needed. Turn on Is Payor if this contact is financially responsible for the member. When Is Payor is on, an email address is required so the payor can be synced.

Fax, employer, organization, notes, and Is Payor toggle

Step 6: Save, then edit or remove contacts

Select Create. Each contact appears as a card. Select the card's overflow menu (⋮) for Edit to change it, or Delete (with confirmation) to remove it.

Contact card with Edit and Delete actions

Tips

Add more than one emergency contact so someone can always be reached.
Use Relationships (plural). A contact can hold several relationships at once — select all that apply.
Mark payors correctly. The Is Payor toggle links the contact into billing; it requires an email address.
Use Notes to disambiguate contacts who share a relationship (for example, two daughters).

Troubleshooting

Problem	Solution
I cannot add or edit contacts	You may lack edit permission for member profiles — contact your administrator.
The contact will not save	Type, First Name, and Last Name are required (Hospital uses a single Name). If Is Payor is on, an email is required.
I deleted a contact by mistake	Contacts are removed on delete; re-enter the contact to restore the information.
A phone number looks odd	Numbers are reformatted for display after saving; re-open the contact to confirm the digits.