Adding a New Contact to an Existing Client - Step by Step

Adding a New Contact to an Existing Client - Step by Step

Through the progression of providing services to a client you might come across new contacts you'd like to store within your database. To attach a new contact to an existing client profile follow the steps below:

Step 1: Open up the profile of the client you would like to add a contact to. You can search for a client by utilizing the search options on the left hand side bar, or select the client from your dashboard. 


Step 2: Press the 'Edit Account' button from the profile tab.


Step 3: Once your page reloads, scroll to the very bottom and add in your new associated person and press the 'Link Person' button.
Tip: For a more detailed explanation of associated person(s) and client intake please press here.


Step 4: After adding in the contact information press the Save button!
Note: All fields with a Red header are required, make sure and fill those out!









    • Related Articles

    • Adding a New Client - Step by Step

      Adding a new client to CAC CareNet requires several steps but is an easy process! To enter a new client follow the steps below: 1. When adding a new client first click Clients tab. 2. Once the page reloads you will be on the client manager page. From ...

    • Creating a New Personnel - Step by Step

      Within this guide we'll go over how to create a new personnel profile in your database. This guide will only cover the creation of the new personnel profile, not applying permissions to a personnel profile. To learn more about applying permissions to ...

    • Creating a New Client Account - Step-by-Step

      If a client you've served in the past is now coming in again for a brand new set of services or new case creating a new account will be a necessary step. The account system within CAC CareNet allows us to have one client profile while being able to ...

    • Adding a New Contact - Video

    • Accepting a Client Referral - Step by Step

      The client referral system with CAC CareNet allows you to accept referrals from outside agencies, saving you the hassle of entering basic demographic and case information! After a referral has been submitted by a referral user (to learn how to create ...

    • Announcements

    • Browser Compatibility (Support for IE 11 Discontinued)

      CAC CareNet provides support for many of the latest browsers.  We strongly recommend that agencies use one of the following: Google Chrome FireFox Safari Microsoft Edge Microsoft Chromium Edge *New Development and Support for Internet Explorer 11 has been discontinued.  Please update to one of the for-mentioned browsers.