Client Management›Master Contact Setting

Master Contact Setting

Overview

Setting a master contact is helpful when adding new referral sources who have not been assigned to a client yet. For more on managing referral sources as Master Contacts, see "Adding a Referral Source." For setting a contact as a payer, see "Separating a Billing Address from a Service Address (Set Contact as Payer)."

This article reviews:

  • Creating a Master Contact
  • Adding a master contact to a client's profile
  • Available Relationship Types

Creating a Master Contact

To add a master contact:

  1. Click Settings in the Main menu.
  2. Click Org. Settings.
  3. Click Master Contacts.

The Settings menu is displayed with a vertical list of configuration options including Organization Detail, Batch Scheduling Capability, Caregiver Settings, Org. Settings, Upload Data, Department, Payer Descriptor Search, Master Documents, and Master Contacts. Three items are highlighted with red boxes: the main Settings header at the top, Org. Settings in the middle, and Master Contacts at the bottom.

  1. Click Add New Master Contact.

Screenshot.

  1. Fill in information as applicable. A person or company can be created by selecting the Type.

The Contact Information dialog displays the Information tab with form fields for creating or editing a contact record. The Type field is highlighted in red with radio button options for "Person" (selected) or "Company," followed by additional fields for Role, Title, First Name, Middle Name, Last Name, Suffix, Relationship, Contact Preference, Finance ID, and Parent Org.

Contact management form showing three sections: an Addresses table with columns for Address 1, Address 2, City, State, Zip Code, County, Type, Status, and Order; an Emails section with columns for Email, Type, Message, Note, and Delete; and a Phones section with columns for Phone, Extension, Type, Order, and Note. Each section has an "Add" button, and a red "Save Contact" button appears at the bottom.

  1. Once all information is entered, click Save Contact.

Once saved, an alphabetical list of Master Contacts will be displayed. Information can be edited by clicking the pen and paper icon.

The Master Contacts page displays a searchable list of contacts with columns for Name, Contact Type, City, State, Relationship Type, and Parent Company. The interface includes a Name search field, Company filter dropdown, Search button, and Add New Master Contact button, with two sample contacts visible in the table (Test Contact and Test Company).

Adding a Master Contact to a Client's Profile

Once a master contact is created, attach it to a client by:

  1. Selecting the Client.
  2. Clicking the Client Contact tab.
  3. Clicking Add New.
  4. Selecting Master Contact.

The Client Detail page displays the Client Contact tab with a Contact Information dialog box open. The dialog shows fields for Contact ID, Type (Person/Company radio buttons), and Role dropdown, along with a "Select Master Contact" dropdown menu that currently shows options like "-- Select --" and "Test Contact". An "Add New" button and "Save Contact" button are visible on the right side, with a message stating "No results found with the search criteria" on the left panel.

Available Relationship Types

When adding a master contact, there is a field for relationship type. This list is customizable per environment. If a relationship type below would benefit the organization but is not currently in the environment, contact Ankota Support to configure it.

A dropdown menu labeled "Relationship:" displaying the option "-- Not Set --" which allows users to assign a relationship status to a contact record.

The full list of available relationship types:

  • Mother
  • Father
  • Sister
  • Brother
  • Son
  • Daughter
  • Spouse
  • Significant Other
  • Caretaker
  • Social Worker
  • Physician
  • Therapist
  • Network Contact
  • Other
  • Case Manager
  • Nurse
  • Pharmacy
  • Payer
  • External PT
  • External OT
  • Referral Source
  • Neighbor
  • Emergency Contact
  • Government Billing
  • Patient
  • Accountant
  • Caller
  • Daughter-in-law
  • Granddaughter
  • Grandson
  • Long Term Care Insurance
  • Responsible Party
  • Parent/Guardian
  • Friend
  • Primary Care Physician
  • Person to Call
  • Family
  • NHA
  • SSD
  • DON
  • Psychiatrist
  • BOM
  • Receptionist
  • Caregiver
  • Grandma
  • Grandpa
  • Grandparent
  • Domestic Partner
  • Child
  • Beneficiary - Not Related
  • Power of Attorney
  • Legal Guardian
  • Son-in-law
  • Personal Care Rep
  • Authorized Rep
  • Live in Caretaker
  • Service Coordinator
  • Conservator
  • IHSS - in home support services
  • ILS/SLS Provider - Independent living skills / Supported living services provider
  • DOR Counselor - Department of Rehabilitation Counselor
  • FMS Provider
  • Job Coach
  • Independent Facilitator
Was this article helpful?

Related articles

On this page