Manually Add a New Person or Organization
To add a new person to your company:
- In the appropriate tab within the Relationship Management Module, click on the "Add" button beside the Scenarios menu at the top of the Find Area.
To add a new person as a relationship to an existing person in the system:
- Select the person or organization in the Relationship Management Module.
- Click on the "Relationships" tool under the Demographics drop down menu on the ribbon.
- Use one of the toolbar Add buttons to add a new Relationship to this person.
See the Relationships document for a description of the different type of relationships you can add in the system.
Note that certain types of relationships (Caregiver Compatibility, Managers and Possible Payers) must be linked to an existing person or organization of a specific type and will not add a new person.
Fill out the information to add a new person:
- When adding a new person or organization, you will see this screen:
- Select the correct Role and Category for the new person.
Enter the person's name.
If you wish to attach an existing person in the system in a new role, you should click on the magnifying glass to search for the existing person. If the system detects that the name of the person you are adding matches an existing person or organization you will be prompted whether you wish to use that existing record.- Select the starting status and status date.
- Fill out the address and demographic information if known and enter any communication items.
- Indicate who referred this person to your company, if applicable.
- Click Save to add the new person.
When adding a new Office Staff person, you will be automatically prompted to set up their user security for the system.
Adding Clients or Caregivers via Web Applications
Clients and Caregivers can also be added to the system via the online web applications. (Cloud only)
If a person is added via Client Inquiry or Caregiver Application, do not also manually add them to the Relationship Management Module.
Make them "Potential" from the Inquiry or Application screen to add them into the Relationship Management Module and maintain a link between the new person and their original application.
Importing People from Another Software Package
See the document How to Import People or Organizations into Companion.