The VIVÉ Contacts Reference Guide
VIVÉ is a client management system designed by NYC Aging. This system supports NYC Aging contractors in managing their client interactions and reporting on services provided. This reference guide provides basic guidance instructions on the use of VIVÉ.
Contacts is a common functionality within VIVÉ. You may access this guide from the VIVÉ Knowledge Base or from a program specific reference guide. At the beginning and end of this document is a link to return to the VIVÉ Knowledge Base.
This guide provides navigational and functional instructions. For assistance with program operations or policy, please refer to your program officer or view NYC Aging’s Program’s Standards.
In this guide you will learn:
- Overview of Contacts
- Navigating to Contacts
- First Check to See if the Contact Already Exists
- Associating an Existing Client as Your Contact
- Associating an Existing Contact
- Associating an Existing Professional
- Entering in New Contacts
- Entering a New Contact
- Entering a New Professional Contact
- Enter a New Organization
- Editing Contacts
- Inactivating Contacts
Watch videos on: Search & Add Contacts and Manage & Edit Clients