Select a Profile for a Contact

Permissions

To select a Profile for a Contact in CS Contact, CareSuite users require a CS Contact role that has the "Manage Contact" permission

Methods

All Contacts require an associated Profile on the caller/client.

There are 2 main ways to select a Profile for a Contact:

1. Search and Select an existing Profile

2. Create a new Profile

1. Search and Select an existing Profile

Information on repeat callers/clients may already exist in the system. Use search to look for a matching Profile, view key pieces of information, and Select the matching Profile when confident in a match

Navigation

• Use the search field(s) to find a matching profile

  • Available search fields: First Name, Last Name, Email, Phone, Zip Code/Postal Code

• View key pieces of information on the returned Profile(s)

  • Profile Information shown: First Name, Last Name, Email, Phone, DOB (Date of Birth), Address

  • Metadata on Profiles shown: (Date of) Profile Last Update, (Date of) Last Contact

• When confident in a match, click "Select" to associate the Profile with the Contact

  • CareSuite recommends a minimum of 4 Profile Information fields match, to feel reasonably confident in a match

2. Create a new Profile

Create a new Profile for first time callers/clients, or callers/clients who prefer to remain anonymous

Navigation

• Click "Create new profile"

• Enter as much information as provided, or leave the fields blank for anonymous callers/clients

• Only Zip Code / Postal Code is required

  • If unavailable, consult your organization's internal CareSuite guide or reach out to your CareSuite team lead

• Click "Create New Profile"

Contact Notes and Reminder

Contact Notes

• On the right hand side of the screen, use the Notes box to jot down any notes

• These Notes will continue to be available throughout the Contact

Reminder

• If configured for your organization, Reminders from your CS Contact Admin will appear in the yellow box under the Notes

• Reminders may contain information such as new protocols, new questions, etc.

• See Manage Reminders for more details on enabling and configuring Reminders (Requires Admin permissions)