Record an employee's contact information

When you generate forms, letters, and notices regarding a case or provider, the system prints the primary work contact phone number from the employee’s person profile.

Note

If you do not identify the number as the primary number, the generated document will not display the employee’s contact number.  

Follow these steps to enter a employee’s contact information.

  1. Click the search header link and find the person record or the employee.

  2. In the Person Overview screen, click the Person Profile link. The Basic tab appears.

  3. Click the Address tab.

  4. Click Add Phone/Email.

  5. In the Type list, select Work.  

  6. Select the Primary check box.

  7. In the Phone/Email field, enter the phone number you wish to display on generated documents.

  8. Click Save. The employee’s contact number will appear on any document that requires it.