Q: How do I record group interactions?

A: Group activities can be captured through Group Contacts.

• First, the group must be created by an admin through Administration > Group Manager. Clients can be preloaded and saved to a group or manually added within a group contact.
• To enter a group contact, go to the global Contacts tab > + New Client Contact > Select Program, and all applicable groups assigned to that program will populate in the Group dropdown.
• Select the applicable group, and the Format field will automatically change from Individual to Group, and any clients saved to the group should load into the contact. Set their attendance accordingly for each client.
• Individual Case Notes can be written directly under each client’s name, and the group note can be written in the case note text editor at the bottom of the contact. Only the group case note will display in all the clients' files.
   

Q: How do I have contacts display on my dashboard calendar?

A: The worker must be added as either a main or support worker in the contact for it to display on their dashboard calendar.

Q: What is a Direct Contact?

A: A direct contact is a contact where a client is present. The definition of a direct contact is further defined depending on the report specifications in EMHware's Report Suite. Attendance conditions vary according to the reporting requirements. The basic conditions are: 

• Client must be present
• Client is present and/or a significant participant is attending
• Client present and/or anonymous client
  • Review the following article for more information specific to using: Multiple Direct/Indirect Activities in Contacts 

Q: What is an Indirect Contact? 

A: An indirect contact is a contact where a client is not present. The definition of a direct contact is further defined depending on the report specifications in EMHware's Report Suite. Non-attendance conditions may vary according to the reporting requirements, but often require: 

• Client is absent
• No significant participants attending
• No anonymous client(s)
  • Review the following article for more information specific to using: Multiple Direct/Indirect Activities in Contacts

Q: How do I print contacts from a client file?

A: Individual contacts can be printed from within the Contacts tab of a client file or send to the client's attachments by selecting the PDF button. 

• Workers with permissions to access the EMHware Support Suite can review contact report options by navigating to the Reports global tab > EMHware Report Suite dropdown > Contact Lists > and run one of the Contact reports as applicable.
• As of May 2025, admins can assign a role permission to users as applicable to export contacts and other sections of the file in bulk by date parameters. This feature can be reviewed in the Client File Export article.