Shared contacts allow important individuals, such as family members or healthcare professionals, to be linked to a service user for easier communication and reference.
Open the client record you want to add the shared contact to.
Click Medical / Contacts.
Click the two people icon to open Shared Contacts.
Under Filter by, select Client.
Find the contact you want to add.
Select the contact and click Add/Select.
The contact is now linked to the client record and stored against both client records.
To confirm the contact has been successfully shared, change the Filter by option to Shared. The contact should now appear in the list.
đ Note: If the shared contact does not appear, they need to be added to the correct client record first before they can be linked.