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Family & Contacts in the Quick Profile
Shows a client's family members and contacts right in the Quick Profile, with click-to-dial phone numbers and emergency contacts listed first.
Built by SE Team
The problem it solves
When staff need to reach a client's parent, guardian, or emergency contact, the details live under Actions → Family & Contacts, several clicks away from the Quick Profile they already have open. For pediatric practices, where most outreach goes to a caregiver rather than the client, that extra navigation adds up on every call.
What's included
- Read-only Family & Contacts list in the Client Quick Profile
- Name, relationship, click-to-dial phone, and email for each contact
- "Emergency" badge, with emergency contacts listed first
- "Minor" badge for contacts who are minors
- "Edit in Family & Contacts" link that opens the client's existing contacts screen in a new tab
How it works
Once enabled for an organization, the widget appears as a collapsible section in the Client Quick Profile; someone with Quick Profile customization access turns it on under Settings → Client Profile → Quick Profile. It reads the client's existing Family & Contacts records, so there's nothing new to set up or maintain. Phone numbers open in the user's configured phone app and emails open in their mail client. Editing still happens in Healthie: the "Edit in Family & Contacts" link opens the client's contacts screen in a new tab. On white-label domains, Healthie system email addresses are hidden, matching the rest of the app. Authenticates the same way as Healthie's other embedded staff-side widgets: a JWT delivered via postMessage, sent as a Bearer token with an AuthorizationSource: ThirdPartyApp header.
Family & Contacts adds a read-only list of a client's family members and contacts to the Client Quick Profile, so staff can find a parent's or caregiver's phone number without leaving what they're working on. It was built with pediatric practices in mind but works for any organization. Each contact shows their name, relationship, phone, and email, and emergency contacts are badged and listed first. Contacts are still added and edited in Healthie's existing Family & Contacts section.