How to Record a New Professional Contact – Care Control Learning Hub

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How to record a new professional contact on Cloud

This guide explains how to record a new Professional Contact within the Care Planning App. Professional Contacts are an important part of tracking a customer’s healthcare interactions, such as GP visits, specialist appointments, district nurse visits, therapy sessions, and other professional visits.

Adding these details helps keep the customer’s medical history accurate, supports safer care planning, and ensures all external professionals involved in their care are clearly documented. Use this guide whenever you need to log a new professional contact, update the information linked to a visit, or make sure that all professional interactions are recorded correctly.

Interactive Guide

Text based guide

Enter the Care Planning App

Select Visit in the Customer Care Plans area

Open the Medical dropdown

Select Professional Contacts

Click Add Professional Contact

Select the date of the contact

Select the time the contact took place

Choose the time from the dropdown

Open the Type dropdown

Select what type of contact was made

Choose the location the contact took place

Enter the name of the professional

Enter the organisation’s name

Enter an email address if applicable

Enter the telephone number of the professional

If applicable, you can associate the contact with a health issue

Upload or attach any related documents if required

Enter the reason the contact was made

Enter the action that was taken as a result of the contact

If required, flag the contact to a care review section

Choose the care review sections from the list — you may select multiple

Click Continue

Click Save Contact when finished

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