Add or modify contact information

Add contact information

Search for and open the member.

On the Member menu, click Member Information, and then the Contact Information tab.

Member contact field descriptions

* indicates a required field

Field Description

Contact Type

Field	Description
Contact Type	The type or method of contact, for example, phone, email, etc. Select an item from the list. `Phone`—If there is more than one phone number contact type, (e.g., home and work phone number), the preferred phone number displays in the contact data tile An area available on a session navigation pane that contains key information related to the session (e.g. provider, member, claim, information).. If none are marked as preferred, the first phone number entered shows. `Email`—If a contact type is email, an email link will display in the contact tile. If there is more than one email contact type, such as a personal and work, the preferred email address shows in the data tile. If none are marked as preferred, the first email address entered shows.
Contact Information	The contact information for the contact type selected. For example, if you selected an `email` contact type, enter the actual email address or if you selected `phone`, type the actual phone number. This is a free-form text box, so type the contact information in the format your office requires. For example, your office's standard might be to include the area code in brackets.
Preferred	Indicates which contact type and information the member prefers. Only one contact type can be designated as preferred. So you can quickly identify the preferred method, a yellow star displays next to it on the data tile.

The type or method of contact, for example, phone, email, etc. Select an item from the list.

Phone—If there is more than one phone number contact type, (e.g., home and work phone number), the preferred phone number displays in the contact data tile An area available on a session navigation pane that contains key information related to the session (e.g. provider, member, claim, information).. If none are marked as preferred, the first phone number entered shows.
Email—If a contact type is email, an email link will display in the contact tile. If there is more than one email contact type, such as a personal and work, the preferred email address shows in the data tile. If none are marked as preferred, the first email address entered shows.

Contact Information

The contact information for the contact type selected. For example, if you selected an email contact type, enter the actual email address or if you selected phone, type the actual phone number.

This is a free-form text box, so type the contact information in the format your office requires. For example, your office's standard might be to include the area code in brackets.

Preferred

Indicates which contact type and information the member prefers. Only one contact type can be designated as preferred.

So you can quickly identify the preferred method, a yellow star displays next to it on the data tile.

Click .
Enter the contact information.
1. In the Contact Type list, select how the member would like to be contacted.
2. In the Contact Information box enter the specific contact information for the contact type. For example, if the contact type is email, type the email address.
3. If the member indicates this is how they want to be contacted, select the Preferred check box. You can only choose one contact method as preferred.
4. Click to update the table information.
5. Click to save.

Update contact information

Select the contact information row to edit.
Change the information as appropriate.
Click to update the table information.
Click to save.

Delete contact information

Select the contact to delete.
- To delete a preferred contact, make another contact method preferred first.
Click to delete the row from the table.
Click to save.