Assigning Contacts to Clients

You can add a Medical Contact or Client Contact against a client record.
Within the client record, we have a Contacts section.

To add a contact click Add New.  This will bring up the screen below.

Click beside the type of contact you would like to add and start typing to search for a contact.  You can see in my example below that I am adding a medical contact.  I have started to type Ray which has brought up the medical contact Mr. Ray Aston.  You can also see there is an option to Add New Contact.  This option allows you to create a new contact if they are not already in the system.  After you have selected your medical contact just click Add.

Our medical contacts details are now populated as shown in the image below.

You add a client contact exactly the same way but can choose the relationship between them.  It automatically defaults to Other and all you have to do is click on Change.

When you click Change you have different relationships to choose from.  You can set these up under custom lists in TM3 Web settings.