How to Add Contacts To A Member's Care Team (For Care Team or Admin Users)
Table of Contents
How do I add a contact?
After completing the required entries click Save.
✅ Remember to assign your new contact to the member's Care Team:
How do I assign a contact to a Member's profile?
Within a Member's profile, click on the “Care Team” subtab → click on “Relationship” → select the role of the contact you saved when adding the contact.
Select the desired contact you need to add and click on “Assign Contact”.