A Contact must be entered into Senior Care Software before being added to a Tenant's file. Listed below are the steps required to add the Contact to Senior Care Software and the Tenant's file.
1. Select the Address tab.
2. Select Create New and a drop down box will display. Select Contact from the list.
3. By default Individual will be checked. If the Contact is a Company/Agency select that button. Enter the First Name and Last Name of the Contact and click on the Create New Record button. If the new Contact name is similar or the same as an existing Contact, the Possible Duplicate Records screen will display with a list of names. Select Keep New. If there are no possible duplicates the No Duplicates Found screen will display. Select OK.
4. Add any other relevant information. Note that fields marked with a red asterisk are required fields and must be populated.
5. Select Save. The Contact can now be added to a Tenant's file.
6. Select Find Contacts in the left side of the page. A drop down box will display.
7. Click Tenants and select a Tenant from the list.
8. Select the Contacts sub tab.
9. Select the Add Existing Contact button and a Contact screen will display below.
10. Click on the magnifying glass next to the Name field and select an Existing Contact from the list that displays.
11. Populate any other relevant fields and click the Save button.