Introduction to accounts and contacts – Lumary AC

Lumary AC - This article provides an overview and introduction to accounts and contacts and explains how they are related.

Accounts and contacts are types of Salesforce records. They are used to store information about the people, groups, organisations and businesses that interact with your clients and organisation.

It's helpful to understand the different types of accounts and contacts, as this can affect the way you use them in the system. Scroll down or click on the links to find out more about:

accounts
contacts, and
how accounts relate to contacts.

Accounts

Accounts store information about the businesses and groups that interact with your organisation. In Lumary, this includes agencies, clinics and education settings.

Household accounts are used to store information about clients and the people involved in their care, such as family members and healthcare providers. They are automatically created whenever a new client record is made.

As well as other information, accounts contain contact records. If an account is deleted, all of the contact records stored in the account will also be deleted.

The following table includes more information about how different types of accounts are used and when they're typically created.

Type	Use
Household	Contains a client, participant or patient, and contacts related to their care, such as parents, caretakers and medical practitioners. Automatically created when an enquiry is converted into an intake client or client, or when a new client record is created. Related contacts, such as parents or medical providers, can be added manually as required.
Agency/Other	Agencies or other providers that supply services to your business, for example, other health providers, NGOs and fund management companies. Created manually as required.
Clinic	Medical clinics, hospitals or surgeries. Created manually as required.
Education Setting	Day centres, schools, universities or other educational institutions attended by clients. Created manually as required.
Customer	Outside organisations that have engaged a provider's workers and will be invoiced for their work. Some payroll processes depend on the existence of this record. When required, a default customer account is created during the initial set up of an environment for payroll processing.

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Contacts

A contact is a type of Salesforce record that stores information about individuals that interact with your business and clients. In Lumary, this includes your clients and workers, but can also include other people involved in client care, such as healthcare providers and family members.

The following table includes more information about how different types of contact records are used and when they're typically created. The contact types available in your environment depend on what's been set up for your organisation's requirements.

Type	Use
Client	Stores information about a client, participant or patient. Created from the Contacts tab or when converting an enquiry or intake to a client. When a new client record is created, a new household account will also be automatically created.
General	Individuals that have a relationship with a client, such as caregivers, next of kin, family members, legal guardians and volunteers. Other external contacts that have a relationship with the client. Created during the process for creating a client record or manually from the Contacts tab as required.
Intake	Clients that are being on-boarded and/or assessed but are not yet full clients. Created from the Contacts tab or converted from an enquiry.
Provider	Medical practitioners, for example, doctors and specialists. External agency contacts, such as third party brokers and provider contacts. Created manually from the Contacts tab as required.
Worker	Someone who works for your organisation or an external service provider who delivers services to clients. Created manually from the Contacts tab as required.

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How accounts relate to contacts

Contacts are listed within their relevant accounts. For example, a household account lists the client's record and all of the different types of contact records that relate to their care. This could include records that contain information about their parents and/or care providers.

When an account is deleted, all of the contact records listed within the account will also be deleted.

Here are some examples of different account types and contacts that could be listed within them.

HOUSEHOLD ACCOUNTS	CLINIC ACCOUNTS

AGENCY/OTHER ACCOUNTS	EDUCATION PROVIDER ACCOUNTS

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