Instead of typing out details for GPs, pharmacies, district nurses and other shared contacts, you can set up a Global Contact record.

 

Global Contacts can then be assigned to a client from a dropdown list.

Create a Global Contact

Open the People section in the main navigation, click on Contacts, and then click the Add Contact button.

If you've already entered the contact details as a Person or Organisation, you can choose the existing record from the dropdown list, or choose to create the record.

Once the Contact has been added, you can start assigning them to Client records.

Assigning to a Client

From the client's page, choose the People tab. Click "Add a Contact" under the Important Contacts section. Then click the Global Contact tab in the pop-up, and select the contact you've created from the dropdown list.