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Assigning Contacts to Clients

Assign Medical Contacts and Next of Kin information to a Client Record.

Written by John Allen

You can add a Medical Contact or Client Contact against a client record.

Within the client record, we have a 'Contacts' section.

To add a contact click 'Add New.' This will bring up the screen below.

Within here you can set what type of contact this is - ie, medical, GP, Surgeon, next of kin etc

If the GP already exists on your system as a contact you can search for them here instead and then select them

You can see I have selected an existing contact below and now, the clients medical contact details are populated as shown in the image below.

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