How to view and update a contact

How to view and update a contact

Step 1 - Find the person

Click on the 'People' tab and then use the person finder to enter the person's first name and last name or NHS number, then click 'Search person'.

 


Step 2 - Select the person and click on Referral Contacts

Click on the 'Referral Contacts' icon in the left-hand menu.


 

Step 3 - Review the Contact details

The Referral Contacts section will show all contacts for the person and their relationship with them for example, a relative or carer. It also outlines the contact's details including their first name, last name, telephone number, email address and home address.


 

Step 4 - Add, edit or remove a contact

The user can edit the existing contact details by clicking the 'Edit Contact' button beneath their details or they can remove the contact.

 

They can also add a new contact here by clicking the 'Add contact' button, filling out the form and clicking 'Save'.



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