You can add and manage contacts on a provider record to support clear and effective communication. Each contact can be assigned a role and status to keep your directory accurate and up to date.
Add a contact
You can add a new contact to a provider record following these steps.
Click the provider record in the Provider Directory.
Click Contact Information.
Click Add Contact.
Complete the following fields:
Name.
Role.
Email.
Phone.
Status.
Click Save.
Edit a contact
You can update an existing contact's details following these steps.
Click the provider record in the Provider Directory.
Click Contact Information.
Click Edit next to the contact you want to update.
Update the relevant fields, then click Save.
Delete a contact
You can remove a contact from a provider record following these steps.
Click the provider record in the Provider Directory.
Click Contact Information.
Click Delete next to the contact you want to remove.
⚠️ Warning: Deleting a contact permanently removes their details from the provider record and cannot be undone.