Contacts
Organize all your contacts in one place
Overview
The interface is split into two primary sections: a Searchable Contact List on the right and a Detailed Contact View on the left that populates when a specific individual is selected.
1. Contact List & Management
Your agency needs to keep track of many people and organizations beyond your customers. These could be relatives of your customers, their caregivers, or friends. You also have to keep the contact details of staff and management of various daycares or other managed homes. There is also a need for various other professional, community, or social care agencies. They are beneficial when you need to find the best resources for your customers.
The Fieldworker platform allows your agency to organize all its contacts in one place. The Contacts page in the FieldWorker app serves as a centralized directory for managing all individuals associated with your projects and clients, such as family members, case managers, or primary points of contact.
This table allows you to view and organize your entire database of contacts.
Key Columns: Displays the contact Name, Phone Number, Created Date, and Last Update Date.
Search & Filter: Use the search bar at the top of the list to quickly find individuals by name or number.
Add New Contact: The ADD NEW CONTACT button at the top right allows for manual entry of new individuals into the system.
2. Contact Details (Profile View)
When you select a contact (e.g., Steve Rogers), a detailed profile appears on the left, providing comprehensive information:
Basic Info: Includes their Designation (e.g., Manager), Status (Active/Inactive), and Contact Type (e.g., Family).
Communication: Lists the primary Phone Number, Email, and Preferred Communication Mode.
Associations: Shows the Related Customer (e.g., ABC Inc) and the Ability Hub if applicable.
Activity Tracking: Displays the First Contact Date and Last Contact Date to help monitor engagement.
Quick Actions: * Edit: Update contact information using the pencil icon.
Delete: Remove the contact using the trash icon.
Email: Send a direct message via the envelope icon.
Navigation Links
You can quickly jump to other related modules from the sidebar:
Clients: View the organizations or primary accounts linked to these contacts.
Projects: See the specific work assignments involving these individuals.
Scheduler: Coordinate meetings or visits with your contacts.
The contact page has a list of all contacts on its right pane.
The middle pane of the contact page displays details about the selected contact.
For every contact, the platform allows you to keep track of the following information.
Contact details, including address, phone number, and email
Preferred communication mode
Is the contact active?
When was the first contact made?
When was the last contact made?
Any notes that can capture any special situation
If your agency has subscribed to the customer portal, you would notice an icon to invite the currently selected contact to the Ability Hub app.
The Contacts page is more than just a digital address book; it is the connective tissue between the FieldWorker (agency-facing) and AbilityHub (family-facing) ecosystems. It ensures that every stakeholder—from the legal guardian to the support coordinator—is synchronized.
Comprehensive Field Documentation
When adding or editing a contact, the following data points ensure complete case transparency:
Category
Key Fields & Functionality
Identity
Full Name, Designation (e.g., Case Manager, Guardian), and Contact Type (Family, Friend, Care Worker).
Communication
Primary/Secondary Phone, Email, and Preferred Mode (Text, Voice, Email) to ensure compliance with communication preferences.
Relationships
Related Customer/Client: Links the contact to a specific service recipient. Multiple contacts can be linked to one client to form a "Circle of Care."
Tracking
Status (Active/Inactive), First/Last Contact Dates: Automatically updated when interactions are logged, serving as a "last seen" for audit trails.
Metadata
Source/Referral Info: Useful for tracking how the contact entered the system (e.g., via a specific referral agency).
Cross-App Usage: FieldWorker vs. AbilityHub
The "Contacts" data serves different purposes depending on which part of the ecosystem you are using:
In FieldWorker (Agency/Admin View)
For agencies, this page is about Accountability and Compliance.
Case Note Integration: When a field worker dictates a case note via voice-to-text, they can tag these contacts to document that "Guardian was notified of meds change."
Billing & Referrals: Contacts labeled as "Payers" or "Referral Sources" feed into the billing module to ensure claims are sent to the correct individual.
Audit Readiness: During a state audit, this page proves that the agency has a documented support network for every client.
In AbilityHub (Family/Client View)
For families, this data manifests as the "Circle of Care."
Real-Time Coordination: Contacts added in FieldWorker appear in the AbilityHub app, allowing family members to see who is on their loved one's care team.
Secure Messaging: Families use the contact list to send secure, HIPAA-compliant messages or photos directly to the assigned care workers.
Shared Calendar: Contacts can be invited to view or manage the client’s shared schedule (appointments, therapies, etc.), reducing the "phone tag" between agencies and families.
3. Advanced Features
Bulk Import: If migrating from systems like iRecord, you can import contacts via CSV to populate the directory instantly.
Activity Logs: Every time a contact is edited or called through the app, FieldWorker creates a background log, providing a transparent history of who updated the contact's information and when.
Dynamic Filtering: You can filter the contact list by "Contact Type" to quickly isolate all "Emergency Contacts" across your entire agency in the event of a regional incident.
Note: Changes made to a contact's phone number or email in the FieldWorker dashboard sync in near real-time to the AbilityHub app, ensuring family members always have the correct office numbers.
Step-by-Step: Linking a New Contact to a Project
To ensure that the right people are involved in a client's care, follow these steps to link a contact to a specific project. This creates a bridge between the administrative side of FieldWorker and the family-facing side of AbilityHub.
Step 1: Create or Locate the Contact
Navigate to the Contacts page.
If the person doesn't exist yet, click the ADD NEW CONTACT button.
Crucial: Ensure the Related Customer field is filled out. Contacts must be linked to a client (e.g., ABC Inc) before they can be effectively pulled into that client's specific projects.
Step 2: Assign to a Project
Go to the Projects module from the sidebar.
Select the specific project related to your client.
In the Project Details or Team/Stakeholders section, click on "Add Stakeholder" or "Link Contact."
Search for the contact name (e.g., Steve Rogers). Because you linked them to the Customer in Step 1, they will appear as a recommended contact for this project.
Step 3: Define the Role & Permissions
Once selected, assign a Role within the project (e.g., "Primary Emergency Contact" or "Support Coordinator").
AbilityHub Sync: Toggle the "Visible in AbilityHub" switch if you want this contact to be able to see project updates or communicate with the field staff via the family app.
Step 4: Verify the Connection
Return to the Contacts list and click on the contact's name.
Check the Notes or Related Customer section to verify the project link is active.
The contact will now receive automated notifications or be available for selection when workers log Timesheets or EVV data for that specific project.
Why this matters for your workflow:
Communication: Field workers can call the contact directly from the mobile app while on-site.
Compliance: It creates a digital paper trail showing exactly who was involved in the decision-making process for a specific project.
Family Engagement: In AbilityHub, the family sees a "Who's Who" of the project team, building trust and transparency.
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