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Contacts Tab Overview

Learn how to review, filter, and manage resident contacts synced from PointClickCare.

Summary

The Contacts tab provides a centralized view of all resident contacts in your facility. You can monitor contact status, identify missing information, send education, and use the page as an audit tool to improve data accuracy in PointClickCare.

Main Points

Accessing the Contacts Tab

  1. Click Contacts in the left navigation menu.

  2. The Contacts dashboard will open.

Dashboard Widgets

At the top of the page, you will see data widgets that provide an overview of your contact records.

These include:

  • Total Contacts
    The total number of contacts in the system.

  • Not Yet Contacted
    Contacts who have not received communication.

  • Unable to Contact
    Contacts missing required information, often due to incomplete data in PointClickCare.

  • Contacted Percentage
    The percentage of contacts who have been successfully contacted.

All metrics compare performance to the previous month.

Search and Filters

Below the widgets, you can:

  • Search for a specific contact.

  • Apply filters, including:

    • AI filters

    • Restriction or relationship status

    • Contact type

    • Additional available filter options

These tools help you quickly narrow down your contact list.

Contact List View

Each row includes:

  • Resident name

  • Associated contact name

  • Relationship or title from PointClickCare

  • Mobile number

  • Email address

From this screen, you can:

  • Mark a contact as Do Not Contact

  • Mark a contact as Opted Out

  • Send documents directly to the contact

You can scroll through pages and view the total number of contacts at the bottom of the screen.

Contact Status Icons

You may see icons next to contact information. These indicate data issues:

  • Missing Email
    No email address is on file.

  • Missing Phone Number
    No phone number is listed, or the phone number is labeled as “Other” in PointClickCare and cannot be pulled into Informed Medical.

  • Cannot Receive Text Messages
    The number on file cannot receive texts, such as a landline.

Using Contacts as an Audit Tool

The Contacts tab can help you identify gaps in contact information.

You can:

  • Review missing email or phone information.

  • Identify contacts who cannot receive text messages.

  • Take this information back into PointClickCare to update records.

Keeping contact information accurate improves communication and documentation.

Viewing an Individual Contact

You can click directly on a contact to open their profile.

Within the contact profile, you can view:

  • Contact details

  • Associated resident

  • Documents that have been sent to them

This provides a detailed communication history for each individual.

Key Insights

  • The Contacts tab gives visibility into communication readiness across your facility.

  • Dashboard widgets help track engagement and performance trends.

  • Status icons quickly identify missing or unusable contact information.

  • The page can be used as an audit sheet to improve PointClickCare data accuracy.

  • You can send education and manage contact preferences directly from this screen.