Skilled Nursing Facilities

Adding a Contact

You can add contacts and assign a contact type to define how that contact is associated with the resident. A contact can be a resident, family member, friend, or guardian. Adding Contacts is helpful so the facility knows who to contact regarding billing, care, or events. 

The Add Contact screen has 2 sections. In the first section, you search for an existing resident or contact. In the second section, you can add a new contact or resident if required. If Master Patient Index (MPI) is enabled, you can search across all facilities.  

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Note

Always search for the contact before you enter a new contact. The contact may already be in the system. When you search, use as little information as possible to broaden your search results.

You can prioritize the phone numbers in the Contact area of the Resident Profile. The prioritization of phone numbers allows you to rank the call order.

  1. From the Resident Profile tab under Contacts, select Add.

  2. Select a Contact field to search - Residents, Contacts, or All.

Each resident must have a billing contact associated to them. If this contact should receive the statement for this resident, select Primary Billing Contact. 

  • Select the Contact Type. If a contact is responsible for multiple residents, select the Consolidate Statements option to consolidate the Resident statements. 

  • Only the specified send bill to contact type can be set as the Primary Contact.

  • Select Show on Admission if necessary. Consult your administrator to determine if this is required. 

  • You can only edit the Contact number when the Management Console General configuration option Allow Edit of Contact Number on Contact Detail Screen is selected.