⓸ Adding a Resident Contact

1. Open Manage Facility

   • From the dashboard, click Manage Facility.

   • Click the Contacts icon (icon of a person or address book).

2. Add a Facility Contact

   • Click Add Contact.

   • Only add general, shared contacts here (e.g., plumber, pharmacy, or a primary care doctor).

   • Do not add family members or POAs—those should go under resident-specific contacts.

3. Fill Out Contact Information

   • Enter the contact’s name (e.g., Dr. Smith).

   • Set the relationship (e.g., “Primary Care Provider” – this is important).

   • Include the fax number to enable faxing from Synkwise.

   • If it’s a family member, also include an email for signature requests.

   • Set the preferred method (e.g., Fax), and enter the address and any notes.

   • Click Create Contact and allow any copy/paste permissions that pop up.

4. Copy the Contact to a Resident

   • Open a Resident Card and go to the Resident Profile.

   • Click the Contacts tab (icon of a person or address book).

   • Click the Facility Contacts icon.

   • Find the contact in the list and click Add to Resident Contact List.

5. Edit if Needed

   • Once copied, you can edit the resident’s version of the contact.

   • Edits made here won’t affect the original facility-level contact.

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