Contacts

In the contact record you define the notification types and communication channels to be used. From the contact directory you can export all contacts in the system.

Identify everyone in your chain of communication (e.g., residents, employees, partners, agencies and family) and create or update a comprehensive contact list.

Maintain up-to-date primary and secondary contact information for everyone in the chain.

Contact Types

Setting up Contact Types and assigning to a contact  enables you to target messages towards a specific subset of people with a special need, skill or purpose.  Contact types are assigned to the contact.

Additional strategies may be needed to reach high-risk and vulnerable populations, such as:

  • Women, infants, and children
  • Older adults
  • Persons with disabilities
  • Persons with access and functional needs

Example: You could send a message to any contact with assigned the "Resident" type regardless of physical location.

Contact Groups

Contact Groups enable you to target messages towards a specific grouping of people. Groups can be broad or specific.

Example: You could send a message to any contact that is in the "Volunteer Group". This could be employees, students, residents, etc.

Contacts are added to contact groups.

Contact types are assigned to the contact.

Contact Relationships

Relationships are used to associate one contact to another in a meaningful way. Example, designating a certain contact as the spouse of another contact.

Relationships can be bi-directional or uni-directional. For example:

  • You may want to create a bi-directional relationship between two contacts, with the relationship being 'family member'
  • You may want to create a uni-directional relationship which makes has one contact being 'emergency contact' for another person
  • You may want to create two uni-direction relationships with one contact being 'Patient' and the other being 'Doctor'
  • Relationships are assigned to a contact by editing the contact and going to the 'Relationships' tab.