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Record contacts without patient attendance FAQs

Frequently asked questions when recording contacts without patient attendance.

Written by Connor Baeza

Should I use Proxy Contact if I speak to a patient's carer?

Yes. The contact relates to the patient even though the patient was not present.

Should I use Proxy Contact when discussing a patient with another clinician?

Yes. Select Proxy Contact whenever the patient was not present during the discussion.

Does adding an Additional HCP create activity for their team?

No. Additional HCPs record attendance only and do not create team-level referral or activity records.

When should a second team receive a referral?

When the team has ongoing involvement and needs its own appointments, caseload activity, and reporting records.

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