Perhaps a client gave you contact information for their doctor or a caregiver received contact information regarding a neighbor that watches after them. You can store this contact information in the Contact Manager section of Savii Care, as well as send a message to that contact or schedule an event with them if you'd like. To enter the person’s general contact information into Savii Care, simply:
- Log into Savii.Care
- Click on the “Referral 360” icon towards the left side of the page
- Click on the “Contacts” tab towards the top of the page
- Click on the blue “Add New” button towards the right of the page
- Enter any and all information you have for that contact into the provided boxes
-
Click the orange “Add” button at the bottom of that pop-up window
To save a new contact, you must enter at least the following:
- first name
- last name
- 1 phone number or email address
When the time comes that one or more pieces of information for this contact changes, simply
- Click on the “Referral 360” icon towards the left side of the page
- Click on the “Contacts” tab towards the top of the page
-
Scroll to the contact’s name and click on the pencil icon below their information to edit it.
To add that contact to a specific client's care team:
- Click on the "Client 360" tab
- Click on the client's name
- Click on the "Care Team" tab down the left side of the pop-up screen
- Click on "Add Care Team Member" towards the bottom right of the pop-up screen
- Type in the name of the Contact or Account in the "Search" bar and click the orange "Go!" button OR click on the "Contacts" tab under the search bar and scroll to their name
- Drag the contact's name down under the blue bar labeled "Care Team", adding them to that client's care team
- Choose the "role" that contact plays in the client's life from the drop-down provided
- Click on the orange "Save" button to save them to their care team
You may also find the following articles helpful: