Introducing Associated contacts

You can now connect contacts to clients, such as parents, support coordinators, doctors, case managers, caregivers, and more! You can link associated contacts from the client record and set them up to receive appointment updates, invoices, and progress notes.

You will never have to jump between tabs to see all associated contacts! Effortlessly access contact details like phone number, email and address without leaving the client record. You can even navigate to a contact to see all their associated clients!

When emailing from Splose, you will now see an alert if you attempt to send an email to a person that isn’t an associated contact, helping prevent you from sending information to the wrong person.