How to Add Community Contacts

A community contact can be referenced by any resident profile in your community.

This is useful in the common scenario where multiple residents have the same pharmacy, hospital, or physician, etc. 

Community Contacts allow us to add a contact one time and associate it with multiple residents, instead of adding the same contact to each resident's profile. This also means that if you need to edit the contact information, you only have to do it one time to see changes reflected for all residents.

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

Adding a Community Contact

1. You can create a Community Contact by adding a contact to a resident profile and then clicking the 'Promote to Community Contact' icon. Clicking this will ask you to confirm if you want to promote the contact to Community Contact status.
   • 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.
2. You can also add a Community Contact from the Community Contacts page.
   • Click the Residents menu at the top of the screen and select Contacts.
      
   • Click the +Add Contact button and add the relevant details. 
   • Once you have created the contact, you have the ability to associate them with multiple residents in the Associated Contacts section of their details page. This section is about halfway down the page.

Editing a Community Contact

1. From the Community Contacts page (refer to Step 2 above), search for and click on the name (or Edit button) of the contact you would like to edit.
2. Edit the information.
3. Click "Save" when you are done.
4. Any changes made will apply to all residents to which this contact is associated.

Associating 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. With Community Contact selected, find the intended contact in the list and click Save.
3. This then takes you to a page where you can review the details of the Community Contact. You can associate the contact with a tag that allows them to show on the face sheet. For example the physician contact should have the Medical Contact tag.
   • If you need to edit the details of the contact, this must be done from the Community Contacts page. Find them in the Residents menu>Contacts page, and click the contact's name to edit.

From the Community Contacts page:

1. Find the contact on the Community Contacts page and click the name of the person or organization to get to the Edit Community Contact page.
2. Scroll down to the bottom section titled Associated Residents. Click the button +Associate Residents.
3. The pane on the right you to select one or more residents and a tag if desired. The tags allow the contact to display on the resident face sheet and other documents. Once you have made your selections, click Done.
4. The resident you added will then display in the Associated Residents table.
5. If you need to remove this contact for multiple residents at once, click on the checkboxes to the left of their names and click the -Dissociate Residents button. 

Related articles:

Resident Contacts Reference Guide

How to Edit Community or Personal Contacts in Bulk

How To Create Mailing Labels for Resident Contacts