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Client Information – Professional Contacts

Professional Contact – How to create or edit

Procedure: A new Professional contact can be added to an active client case record at any point in time.  The process for adding a new Professional contact is the same no matter whether the contact record is added during the processing of an accepted referral for a client or throughout the Client’s care.

The Professional Contacts are maintained by an Administrator, if an address or phone number is changed on the master record then all clients linked to that Professional Contact will also be updated.

To add a new Professional contact, the user must first open the Client Information Record.

Go to the Contacts Tab

  • Select the Add New Contact This will ask a question on what type of Contact you want to add.

  • Select the Professional button

You will need to enter in the Professionals surname or first name in the Search Section located on the Blue Top Menu Bar, a partial name is fine, you can type in “John” and it will find any professionals with the first name of John or a surname of Johnston, Johstone etc.

IF YOU FIND AN EXISTING PROFESSIONAL CONTACT TO LINK TO YOUR CLIENT:

If your search results show you an existing Professional Contact you wish to link to your client, click the tick box next to their name and then click on the Link Professional Contact button.

If you wish to review the Contacts details prior to linking the contact then click on the hyperlinked name.  If you then wish to link this contact to your client, click the back arrow on the browser and tick their name and click on the Link Professional Contact button.

IF YOU DID NOT FIND AN EXISTING PROFESSIONAL CONTACT TO LINK TO YOUR CLIENT:

If your search is unsuccessful and you do not find a match, click on the Create Professional Contact button and complete the contact screen.

This screen is set up the same way as the All the Contact screens.

Press the Save buttonto save the record.

To go back to the main Client Information record, press the clients Hyperlinked name on the top left hand corner

  • To search for a new client you can enter in the new name in the search field on the top right hand corner

To Correct Information: You can select the Edit Button to update or change the client information (only admin has rights to do this).

Case Notes Updates

Each new edit will also be updated into the Case Notes

Upload Documents

You are able to save documents against the Client you have just linked this Professional to.  To learn how to save documents into FileVision please review the Document Input User Guide Hyperlink to User Guide

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