Click on the Settings section of the platform.

Under the "Profile Permissions" heading, locate the "Contacts" subsection. This section allows you to control the level of access each role has to contact profiles.

For each role in your organization, you can modify the level of access they have to contact profiles. The options are Manage (can make changes), View, or None.

Profile Tags: Navigate to the Profile Tags section within settings.

Click plus sign on the contacts section header to add new tags.

Input the tag name and tag description.

Select a color for the tag.

Navigate to the Contacts section of the platform.

Locate the filter options located above the contact list.

Type: Choose to filter by Individual or Organization.

Tags: Filter by the custom tags you've created in the settings section.

Payer Status: Select Payer to view contacts who are payers or Not Payer to view contacts who are not payers.

Connection: Select Connected to > My Profile to view contacts that are connected to your user profile.

Locate the search bar at the top right section of the contact list.

Type the name of the contact you are looking for into the search bar.

Click on the name of the contact to open their profile.

View their details, such as name, contact details, and payer status.

Click the Edit button.

Modify the contact information. You can also add an address, which will then appear on invoices by clicking add.

Click on the Payer Information tab.

View and edit the contact's payment information.

Click Edit.

You can modify invoice frequency, days until due, and payment method.

Payment methods include Credit Card, ACH, Paper Check, or Wire Transfer.

Click Start Verification.

You can verify the payment information on file for the contact.

If the payer uses a credit card, you can enter their credit card details. If they prefer ACH, you can enter their bank account information.

Navigate to the Activity Feed tab.

This section provides a chronological log of all interactions and notes related to the contact.

Click Leave a note.

Input the content of the note and click the send icon in the bottom right corner.

If none exist, click Add tag below the contact name in the profile header.

If a tag is displayed, you can add additional tags or Clear All by clicking on the tag that is already displayed.

Create additional tags in the settings if required.

Go to the Invoices tab.

This section displays all associated invoices and their payment status.

Click on individual invoices to view detailed information.

Click the download icon in the top right corner to download a PDF.

Click Leave a note to add a note to a specific invoice.

Open the Connections tab.

This section helps you manage relationships between contacts.

View existing connections.

Click Connect to a Contact.

Begin typing the name of the contact in the search bar and select the correct individual from the list.

Select their connection type.

Navigate to the Contacts section.

Select Organization from the filter options.

Click on the name of the organization to open their profile.

Organization profiles function similarly to individual profiles, displaying basic information, activity feeds, associated invoices, and connections.

Navigate to the Connections tab of the organization's profile.

This section shows the individuals connected to that organization.

Click the Create button.

Select either "Individual" or "Organization".

The system provides dropdown menus with common relationship options for both individuals (e.g., "Family") and organizations (e.g., "Healthcare Provider").

You can also select "Other" to manually input a unique relationship.

You can include an address, designate the contact as a payer, and add other relevant details.

Click Create at the bottom of the page.

If you encounter any issues or have questions, click on the "Support" button within the platform to send a message to the Careswitch support team.