Add an Organization and a Professional
Overview
This type of contact is for business or medical professionals that provide services or care to supported individuals.
*If the professional contact you are adding belongs to an organization, you will first need to check if the organization exists. If it doesn’t already exist then you will need to add it before adding the Professional Contact.
Adding an Organization
Select Contact Manager from the menu on the left side. the QuickStart menu. Note that by default only Site Administrators have access to this feature.
Then Select Organizations
On the search page enter a string of letters of part of the organization name and select the 'Search' button. Example if you are looking to Add Victoria Medical Centre, search by Victoria.
A list of existing Organization will be displayed.
If there are no results to display, then the system will say no items to display on the bottom right of the search.
Select Create a New Organization. This is will take you to new organization page.
Fill in as much detail as possible and Save
After saving it will take you back to the the organization search page. If you have more organizations to add continue the above steps to add your organizations. If you do not have other organizations to add you can now create the profession(s) connected to that organization.
Adding a Professional
From the Contact Manager, select Contact Manager then Contacts from the menu on the left side.
Search for either the first or last name of the contact you are adding.
If the contact already exists, go to the Adding a Relationship to an Existing Contact section.
Fill in the professionals last name and first name. Select Save.
Fill in the Professional details and Organization and save. Note - if the organization is a new organization, see add an organization above.
Adding a Professional to an Individual
Connect the new relationship between a professional and individual(s), by selecting relationship.
This page will show you a list of all existing relationships with this contact. If the relationship you are wanting to create is not listed, select Add Relationship.
In the Individual field, select the individual that you are creating a relationship with and select the Relationship type and Save.