Add or edit a contact The following document includes information about: Accessing the add/edit window There are several ways to add or edit a contact. From the contact list, click the “Add Contact” button to add a new contact or click the pencil icon to edit an existing contact: From a page with a place to embed a contact -- you can add a new contact if a contact as not yet been added: you can edit an existing contact if a contact has already been added: Entering contact information Once you are on the add/edit screen, you will see the following fields: All fields will be empty if you are adding a new contact and some fields will already be completed if you are editing an existing contact. The only fields required to save the contact are “Contact Title” and “Name”. However, it will most likely be helpful to include additional information. If you select “Other” for “Contact Title”, a text field where you can enter a custom “Contact Title” will be enabled and required: If the participant has signed a Release of Information form, you can indicate this by checking the box next to “ROI Signed”, as shown below: When you check the “ROI Signed” box, you will be required to enter the date that the ROI was signed. The “Download Form” link will take you to the “Authorization for Disclosure of Confidential Information” form used by DCF, in case you want the participant to fill out the form when you are adding the contact. The save button at the bottom of the screen will be greyed out until you have completed all the required information, as shown below: Once you have filled out all the required information, the “Save” button will be enabled, as shown below: Keeping protected information safe Only “Treatment/Assessment Provider” contact type is confidential. Do not enter any confidential information when creating other types of contacts. See Also: WWP Help Center – Case Management – Contacts app View a list of contacts View a single contact Manage contact(s) associated with a page
