Sometimes your client's healthcare team extends beyond just you. Perhaps it is a referring GP, a case manager, or a third party biller. Adding these contacts to your client's profile means you can see who is connected to your client. It also allows you to communicate with these contacts about or on behalf of the client.
Adding a contact to a client profile
Go to the client's profile and click on Client details. Scroll down to the Client contacts section and select Add contact.
You can choose to add a contact from your existing contact list by searching the contact or business name. After selecting a contact their details will automatically populate into the contact profile. You can update these details if required.
Alternatively you can add a contact's details straight into the profile.
If the contact you have added is an alternate biller for the client, make sure you check the Alternate biller box. This will allow you to add this contact as an alternate biller on invoices.
Once you have added all the details scroll to the bottom and Add new contact.
Now that the contact has been added to the client's profile you can send them documents such as letters, reports or invoices.