Participant contacts

The Contacts tab holds the people around a participant: family, guardians, and the professionals on their plan. Each contact has a type, which decides what details you capture and how the contact is used elsewhere.

Open the Contacts tab

Open the participant, then select the Contacts tab. Select Add contact at the top right. Existing contacts appear in a table; select one to edit it.

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Choose the type and fill the details

Pick the Contact type first; it controls which other fields appear.

Field	Required	Notes
Contact type	Yes	Nominee, Guardian, Family, Emergency contact, Plan manager, Support coordinator or Clinician
First name	Yes
Middle name	No
Last name	Yes
Relationship	No	Shown for Nominee, Guardian, Family or Emergency contact (for example Mother)
Business name	No	Shown for Plan manager, Support coordinator or Clinician
Acts as plan manager?	Yes	Shown for Support coordinator only
Phone	Yes
Email	Sometimes	Required for Plan manager, Support coordinator and Clinician; optional otherwise
Preferred contact	No	Phone, Email or SMS
Notes	No

When you add a Plan manager, Support coordinator or Clinician, you can reuse an existing contact of that type from your directory instead of re-typing them.

Save the contact

Select Add contact to save a new one, or Save contact when editing. You will see Contact saved.

How contacts are used

• An emergency contact is who your workers reach if something happens on a shift.
• A plan manager can be selected as the invoice recipient on a service agreement.
• When you add a support coordinator, you set Acts as plan manager?. If yes, that coordinator can fill the plan-manager role for a plan-managed participant.