Why Use This Function:

A Contact Point is the preferred method of communication, together with the designated person to be contacted, for routine communication, notifications, and administrative correspondence relating to the Debtor and/or Patient. By assigning or editing a Contact Point, you specify who should be contacted and how they should be contacted, ensuring that communication is directed to the correct person through the most appropriate channel.

Adding or Editing the Contact Point, you can manage the details and ensure that important information, reminders, and administrative communication reach the appropriate person in a timely and effective manner.

This is especially useful when a Debtor and/or Patient has more than one contact number or communication channel, for example, one number for voice calls and a different number for WhatsApp.

• This user manual will start on the Add/Edit Contact Point screen.

• For more information on how to navigate to the Add/Edit Contact Point screen, please refer to the user manual: Debtor Edit - Add Contact Point Screen: Navigation and Use.
  
  

• An explanation will be given for the options available:
• System: Displays the communication system selected and will be used for this Contact Point. In this case, SMS.

?Please Note: This drop-down menu will be inactive, since the contact type was already chosen.

• Click on the Use drop-down menu and select the desired option.

• This section of the screen only displays relevant information regarding the Debtor's Contact Points, and cannot be changed.

• Person: Displays the identifier of the person linked to this Contact Point.
• Value: Displays the contact detail associated with the selected system, for example, a phone number or email address.

• Click on the Rank field. 

• Click on the Up or Down Arrow buttons to Select the priority or importance of this Contact Point. 

?Please Note: Lower values are typically used first when the system selects a preferred method of communication. 

• Click on the Start or End Date fields to open the Date Picker.
  

• From here, you can Select the date from which this Contact Point will be active, or no longer active, for use within the system.

• Click on the Note field to enter any additional information relevant to this address.

• Click on the Save button to finalise any changes made.