How to Add Community Contacts

Community Contacts are contacts that can may be shared by multiple residents within your community, such as pharmacies, hospitals, physicians, etc. 

Benefits of Community Contacts

Community Contacts allow us to add a shared contact one time and associate it with multiple residents, instead of manually creating the same contact to each resident's profile. You only need to edit the Community Contact information one time to see changes reflected for all residents.

For more general information about resident contacts, read this Resident Contacts Reference Guide.

Add a Community Contact

You can either create a Community Contact from the Community Contacts page or the Resident Profile. 

From the Resident Profile:

1. Navigate to the Contacts section on the Resident profile.
2. Click +Add Contact, and move the toggle to Add New Personal Contact, enter the contact profile information, and click Save & Go Back.  
3. Once you create the contact as a Personal Contact, you can convert or "promote" it to a Community Contact. Click the 'Promote to Community Contact' icon. 
   1. 1. • Note that this icon only displays if the contact added has a Contact Type that is not associated with Personal Contacts. For example, if the Contact Type is "Son" or "Aunt", the icon will not be available for this contact.
4. Confirm the promotion to Community Contact status by clicking Yes.

Once you have promoted the contact, this contact will be stored in your Community Contacts page and available for you to associate them to multiple residents. See the "Associate a Community Contact to a Resident" section of this article for instructions.

From the Community Contacts page: 

1. Use the Resident dropdown menu, and select Community Contacts.
2. Click the Residents menu at the top of the screen and select Contacts.
3. Click the +Add Contact button and input the relevant contact details. Once you have created the contact, you have the ability to associate them to multiple residents. 

Associate a Community Contact to a Resident

From the Resident's profile page:

1. In the Contacts section of a resident profile, click the button +Add Contact.
2. This opens a pane from the right side of your screen where you can select a Community Contact or add a Personal Contact for the resident. Keep the toggle on Select Community Contact.
3. Find the intended contact in the list, select the checkbox next to the contact name, and click Save.
4. This then takes you to a page where you can review the details of the Community Contact. You can tag the contact with a specific identifier in the Additional Information that allows them to show on the Facesheet. For example, tag the Physician by selecting the "Medical Contact" checkbox.
   • • • • If you need to edit the preexisting details of the contact, this must be done from the Community Contacts page. 

From the Community Contacts page:

1. Find the contact on the Community Contacts page and click the name of the person or organization. This takes you to the Contact Profile page.
2. Scroll down to the section titled Associated Residents and click the +Associate Residents button.
3. Use the Residents dropdown to select one or more residents and a corresponding tag to display on the resident Facesheet and other documents.
4. Once you have made your selections, click Associate Residents to complete. The resident(s) you added will then display in the Associated Residents table. 

Disassociate a Community Contact from a Resident

You can disassociate a Community Contact from a Resident either from the Resident Profile or the Community Contacts page. Taking this action only needs to be done once in either location.

From the Resident Profile:

1. Navigate to the Contacts section of the Resident Profile. 
2. On the line containing the contact you wish to remove, click the trashcan icon. Then, click Remove on the pop-up to complete this action.

From the Community Contacts Page: 

1. Navigate to the Associated Residents section of the Community Contacts page.
2. Select one or multiple residents from the list to remove the contact. Once you have selected the resident(s), click the -Dissociate Residents button and confirm disassociation in the pop-up. 

Edit a Community Contact 

You will always need to edit a Community Contact from the Community Contacts page.

1. From the Community Contacts page, click on the Contact Name or Edit button of the contact you would like to edit.
2. Edit the information, and click Save. Any changes made will apply to all residents to which this contact is associated.

Related articles:

• Resident Contacts Reference Guide
• How to Edit Community or Personal Contacts in Bulk
• How To Create Mailing Labels for Resident Contacts

For more assistance with the Community Contacts,

Contact our ALIS Customer Success Team:

 888.404.ALIS (2547) or support@go-alis.com