Family- How to add a contact from the admin side

To add, edit or deactivate contacts for children/families- go to a family record, then select the child tab.

On the child tab select the More option, then select Contacts.

To add a new contact enter the contact's details in the blank fields then press Save. The available fields are listed below-

• Contact Type- this section helps to classify what type of contact is being entered, this is a required field (options cannot be removed from the selection list)

  • Emergency Release
  • First Release
  • Doctor
  • Dentist
  • DO NOT Release

  

• First Name

• Last Name

• Relationship- the values here will populate based on the Relationship type valid values that are setup under Setup > System Config, Valid Values

• Active

  • Can be Released? check this box if the contact can pick up the child

• Release Limitations/Notes

• Payer- if the contact can pay on the account or not, if this is marked as yes, then a username and password will display once the contact is saved. If yes is selected an email is required.

  • Yes
  • No

• PIN Number- the contact's PIN number will display once the contact is saved

  • Disable PIN

• Drivers License

• Address

• Address 2

• City

• State

• Zip

• Home Phone

• Work Phone

• Cell Phone

• Email

• Picture