Contacts landing page
Select the 'Contacts' tab in the top menu. Here you will find the contact's information and use shortcuts to help you perform your role.
This includes:
- Last 10 contact subscriptions – shows the contact records you have subscribed to.
- Recently accessed contacts – shows the contact records that you have recently visited.
Contact knowledge base – will display useful articles and news.
Image: Contacts tab - Contacts page
Enter the Contact's first name, surname, postcode or contact number. Click 'Search contacts'.
Image: Click ‘View’ linkThe next page will show all active referrals associated with this Contact. For example, the list will outline the reference number, the person's name, their relationship with the Contact (e.g., carer, doctor or relative) and the pathway step of the referral.