Contacts
Keep a client's family, GP, case manager and other contacts on their profile, each with their relationship to the person.
- Live
- Web and the mobile app
See it in action
On a client's Contacts tab in the dashboard, a manager adds the client's sister as next of kin and she appears beside the emergency contact and GP with her relationship, phone and email.
How it works
Full guide in Help · 6 steps →In the bottom bar, tap Clients, then tap the client. Use Search clients... at the top to find someone quickly.
Good to know
A client's profile in the app keeps what you need on the go in one place: their details, the people to call, the forms and notes recorded for them, and their tasks. The profile is read-only here — changes to details and contacts are made on the web dashboard.
You'll only see clients you have access to, and some tabs depend on your role.
What it does
- Add a contact with a type · next of kin, emergency contact, family member, GP, social worker or case manager.
- Describe the relationship in your own words, such as mother or case worker.
- Record a phone number or email, an address and notes.
- Call or email a contact from the mobile app, or copy their details.
- For
- Coordinators · Support workers · Managers
- Works on
- Web and the mobile app
- Plans
- Every plan
Works with
Not sure where to start?
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