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Master Contact Setting

Overview

Setting a master contact is helpful when adding new referral sources who have not been assigned to a client yet. For more on managing referral sources as Master Contacts, see Adding a Referral Source. If you are looking for setting a contact as a payer, see Separating a Billing Address from a Service Address (Set Contact as Payer).


This article reviews:


Creating a Master Contact

To add a master contact,


Once saved, an alphabetical list of Master Contacts will be displayed.  You can edit the information by clicking the pen and paper.



Adding Master Contact to Client's Profile

Once a master contact is created, you add attach it to a client by:



Available Relationship Types

When adding a master contact, there is a field for relationship type. This list is customizable in your environment. If you see a relationship type below that your organization may benefit from that is not currently in your environment, please reach out to an Ankota Support to configure.

The full list of available relationship types: