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'.

 

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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'.