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How to Add and Edit Contacts

How to add a new contact card or edit the existing details of a contact at any time.

Written by Naomi Gelfand

Step 1:
Click on the "Contacts" tab in the resident's chart.

Step 2:

Click on "Add Contact" on the right-hand side to add a new contact card.

You must have a First Name, Last Name, and Relationship to Resident in order to save a personal contact. All other fields are optional.


Step 3:
To edit any existing contact cards, click on the contact card to open it. Then select "Edit Contact Details" and save the changes after the updates have been completed.


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