Bulk Add Client Contacts

Do you remember the previous Tip of the Week from 2017 about setting up contact types for external auditors? No? That’s OK, this window makes the process easier and provides the ability to allow access to closed enrollments. This window could also be used for temporary staff.

The following must be completed prior to using this window:

• An internal contact type (Clinical > Client Contact Type)
• Staff record in the Staff Master (Core > Staff > Staff Master)

Please see the Bulk Client Contact Create user guide for step by step instructions to use this feature.