How do I add/edit client contacts?

You can create a client contact profile for:

A new individual, meaning they do not have a profile of another type
An individual with an existing profile of another type (client, employee, or contact)

Contacts may be family members, care practitioners, powers of attorney, etc.

Create a client contact profile for a new individual
Create a profile for an individual with an existing profile of another type
Edit a client contact
Enable or deactivate a client contact
Search or filter client contacts
Reorder client contacts list

Create a client contact profile for a new individual

1. Go to client profile > Client Info > Contacts.

2. Select + Contact.

3. Fill in the first name and last name, and the optional fields.

ACC automatically checks for existing profiles. If a person with matching information already exists as a profile, they will appear in the Matching Profiles list.
- If nothing appears in the Matching Profiles list, proceed to step 3.
- If a matching profile is a client-type profile, meaning the same profile type you are trying to create, you cannot duplicate it.
- If the matching profile is for a different profile type (for example, an employee profile), and you want to create this new client-type profile for them, see the next section.

4. Select Add New Client Contact.

5. Another dialog will appear, where you can add further information about your contact.

If you make someone a billing contact, their address and phone information are also required.
If you make someone an emergency contact, their contact info will also be accessible to caregivers in the field using the mobile app.
If you are an agency in Indiana that uses electronic billing, for compliance with IHCP bulletin BT202411, you must select the employee relationship, which sends this information on the 837. ⚠ Please note you must also make an accompanying configuration on the add/edit electronic billing payor screen on the Service line note field. ⚠

6. Save.

Create a profile for an individual with an existing profile of another type

You can create a client contact from an individual with an existing profile of another type, such as an employee. ACC automatically checks for existing profiles. If a person with matching information already exists as a profile, they will appear in the Matching Profiles list on the add contact dialog.

1. Go to Clients > client profile > Client Info > Contacts.

2. Select + Contact.

3. Fill in the first name and last name, and the optional fields.

4. When the matching profile appears, select Choose.

5. Select Use Selected Profile.

The new profile will then appear on the client contact list.

Edit a client contact

1. Select Edit on the contact you want to update.

2. In the dialog that appears, make your edits.

3. Save.

When editing a field in common across multiple profile types for a contact, you will receive a warning that the field will be edited for all profiles.