Contact(s) Tab

Purpose

The Contact(s) Tab on the Edit/Enter New Client Screen is used to view and update the list of responsible persons and identify the ones who are allowed to have contact with the client in isolation/quarantine. The list of contacts on the SNS Enter/Edit Client screen is fully shared with the responsible persons in VIIS. The terms contact and responsible person are synonymous.

Adding a New Contact
Edit an Existing Contact
Delete a Contact
Information Provided
Functionality

Adding a New Contact

You may enter up to four contacts per client. To add a new contact for a client, follow these steps:

Click on the 'manage client' hyperlink from the Menu Panel on the left side of the Main screen. The Client Search screen displays.
Enter search criteria for the client for whom you want to add contacts. Click the Find button.
If the system finds more than one client who matches the search criteria, the system displays a listing. Choose the one client you want to edit from the listing.
On the Edit Client screen, click the Contact(s) tab.
Click the New button on the Contact(s) tab. The system clears the information in the lower portion of the screen, allowing you to enter information for a new contact.
Enter the new contact's information, including name, address, and phone information. See the Information Provided section for details.
Click the Next button. The system adds the contact to the contact listing in the upper portion of the tab.
Click the Save button in the upper right-hand corner of the Edit Client screen. This is a key step. ***NOTE: The system won't save the contact you created unless you click the Save button.

Editing an Existing Contact

To edit an existing contact's information, access the Contact(s) tab for the client you wish to edit, and follow these steps:

On the Contact(s) tab, click the radio button next to the contact whose information you want to edit. The system shows the details for the contact in the lower portion of the screen.
Make changes to the contact's information. The fields you may edit are described below in the Information Provided section.
If you are satisfied with your changes, click the Next button. The system temporarily saves the changes and updates the Contact Listing in the upper portion of the tab.
Click the Save button in the upper right-hand corner of the Edit Client screen. This key step will permanent file the changes to the client's record. ***NOTE: The system won't save the edits you just made unless you click the Save button.

Deleting a Contact

To delete one of the client's contacts, access the Contact(s) tab on the Edit Client Screen for the client, and follow these steps:

On the Contact(s) tab, click the radio button next to the contact you want to delete in the Contact Listing.
Click the Delete button on the Client Contact(s) tab. The system removes the contact you selected from the Contact Listing.
Click the Save button in the upper right-hand corner of the Edit Client screen. This is a key step. ***NOTE: The system won't actually delete the contact from the client's record unless you click the save button.

Information Provided

The following table shows the input fields on the screen:

Field Name	Description
Last Name	Last name of the contact.
First Name	First name of the contact.
Middle Name	Middle name of the contact.
Relation	Relationship of the contact to the client.
Telephone	Telephone number and extension of the contact.
E-mail	E-mail address of the contact.
Street Address	First line of the street address for the contact.
Other Address	Additional line of the street address for the contact.
P.O. Box	Post office box for the contact's address.
City	City for the contact address.
State	State for the contact address.
Zip	Zip code for the contact address.
Language	Primary language for the contact.
Primary	Check this box to indicate that this contact is the primary contact for the client. For example, if the client is a child, you may wish to indicate one parent as the primary contact. You may designate only one contact as primary. The primary contact's phone information displays as the client's emergency contact information on the Isolation Quarantine Individual Follow-Up report.
Permitted Visitor	Check this box to indicate that the contact is permitted to visit the client during the isolation and quarantine episode.

Functionality

The following table describes the buttons available on the Contact(s) tab of the Edit Client screen.

Button	Description
	When you click on the New button, the system clears the contact details on the lower portion of the tab. This allows you to begin entering information for a new contact.
	When you click on the Copy button, the system copies the information for the selected contact so that you can easily enter a new contact using that same information. For example, if you have already entered the mother's information and want to enter a new contact for the father, select the mother's contact and click the copy button. Edit the name and relation for the father, and you can leave the address the same (assuming mother and father reside at the same address). Click Next, and this adds the father to the list of contacts. This method is easier than typing in the father's information from scratch.
	When you click on the Delete button, the system removes the selected contact form the client's contact list. Make sure to also click the Save button to truly remove the contact from the system.
	When you click on the Next button, the system checks that the data you have entered on the Contact(s) tab is valid. If so, the system adds the contact or saves edits to the contact listing. Make sure to also click the Save button to file the changes to the client record.
	When you click on the Cancel button, the system disregards any changes you have made to the contact's information and restores the contact's information to what it was previous to your making edits.