Primary
The Primary tab lists the client's personal contacts — such as family members, guardians, and emergency contacts. Each entry shows the contact's name, role, relationship to the client, and phone number. The contact can be categorised as Primary or Secondary contact.
Contacts can be added, edited, and deleted from this tab. Click Add Contact to add a new contact. Use the sort icon on the Name & Role column to reorder the list.
Allied Health
The Allied Health tab stores details of any allied health professionals involved in the client's care, such as physiotherapists, occupational therapists, and other specialists. Professionals can be added, edited, and deleted from this tab.
Roster
The Roster tab lists the people who receive the client's roster via email. Add anyone here who needs to be kept informed of the client's upcoming schedule, such as a family member or guardian.
Searching
Use the search icon to find a specific contact by name across any of the sub-tabs.