--- title: Set Up Your Organisation's Contact Information description: Set Up Your Organisation's Contact Information --- [Skip to content](https://support.wellifiy.com/en-au/knowledge-hub/set-up-you-organisations-contact-information#main-content) ![Wellifiy Logo Horizontal-1](https://support.wellifiy.com/hs-fs/hubfs/Wellifiy%20Logo%20Horizontal-1.png?width=145&height=51&name=Wellifiy%20Logo%20Horizontal-1.png) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Wellifiy Knowledge Hub](https://support.wellifiy.com/en-au/knowledge-hub?hsLang=en-au) 2. [General](https://support.wellifiy.com/en-au/knowledge-hub/general?hsLang=en-au) # Set Up Your Organisation's Contact Information Contacts are the contact details (name, phone, email, and website) that patients can see in the Patient App and Patient Web Portal. Every patient sees your Organisation's contact details by default, and you can override these for a specific Patient Group so its patients see different contacts instead. This article covers where patients see contacts, how to create them, and how to assign them to a Patient Group. > 💡 Crisis Supports services (the emergency numbers shown to patients after they complete an assessment) is a separate feature with its own settings. See [Setting Up Crisis Support Services](https://support.wellifiy.com/en-au/knowledge-hub/setting-up-crisis-support-services?hsLang=en-au). This article covers general contact information only. --- #### 📱 How Patients See Contacts In the **Patient App**, patients tap the **phone icon** to open the contact details, showing each contact's name, email, and phone. Opening the side menu (from the menu icon) shows the same details, along with the website. In the **Patient Web Portal**, patients open the contact details from the **information button** at the top of the menu. What a patient sees depends on their Patient Group. If contacts have been assigned to their group, those are shown. If not, they see your Organisation's default contacts. More than one contact can be displayed in each location. --- #### 🏢 Organisation-Level Contacts (the Default) Your Organisation has its own contact details (email, website, and phone) that act as the default for every patient. These are the fallback whenever a Patient Group has no contacts of its own, so all patients have something to see even before you set up any group-specific contacts. You set and edit these Organisation-level contact details under **Administration → Portal Settings**. For many organisations, these Organisation-level contacts are all that's needed, and there's no requirement to set them up for each Patient Group. --- #### 🎯 When to Set Contacts per Patient Group Setting group-specific contacts is optional. It's worth doing when patients in different Patient Groups should reach a different point of contact, rather than the Organisation default. The most common example is an Organisation serving patients in different states or countries, where each region has its own contact details. You can assign the right contacts to the Patient Groups for each region, so those patients see their local details while everyone else continues to see the Organisation default. If that applies to you, the two steps below show how to set it up. --- #### 📍 Step 1: Create a Contact Go to **Portal Management → Contacts**, then click **+ New**. Enter the contact's name, phone, email, and website, then click **Save**. The contact is added to your **Contacts** table, where it can be reused and assigned to any Patient Group. --- #### 👥 Step 2: Assign Contacts to a Patient Group Go to **Patient Management → Patient Groups** and open the Patient Group you want to configure. Open the **Contacts** tab at the top of the group. This table is empty by default, since the group falls back to your Organisation's contacts until you add any here. To set group-specific contacts, click **+ Contact**, choose one or more contacts from your Contacts table, and click **Save**. From then on, patients in that Patient Group see the contacts you selected (via the phone icon and side menu in the Patient App, and the information button in the Patient Web Portal) instead of the Organisation default. --- #### 💡 Best Practices - Create each contact once in **Portal Management → Contacts**, then reuse it across as many Patient Groups as you need. - Leave a Patient Group's **Contacts** tab empty to fall back to your Organisation's default contacts. - Assign more than one contact to a group when patients should see several points of contact. - Keep your Organisation-level contacts up to date under **Administration → Portal Settings**, since they're what every patient sees by default. --- Next step: ➡️ *Open the Patient App or Patient Web Portal as a patient in the group to confirm the right contacts appear.* - [General](https://support.wellifiy.com/en-au/knowledge-hub/general?hsLang=en-au) - [Product Release Notes](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#main-content) - [January 2026](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#january-2026) - [December 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#december-2025) - [November 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#november-2025) - [October 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#october-2025) - [September 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#september-2025) - [August 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#august-2025) - [July 2025](https://support.wellifiy.com/en-au/knowledge-hub/product-release-notes?hsLang=en-au#july-2025) - [Getting Started](https://support.wellifiy.com/en-au/knowledge-hub/getting-started?hsLang=en-au) - [Appointments & Booking](https://support.wellifiy.com/en-au/knowledge-hub/appointments-booking?hsLang=en-au) - [Patient Groups](https://support.wellifiy.com/en-au/knowledge-hub/patient-groups?hsLang=en-au) - [Forms, Assessments, & Docs](https://support.wellifiy.com/en-au/knowledge-hub/forms-assessments-docs?hsLang=en-au) - [Group Programs](https://support.wellifiy.com/en-au/knowledge-hub/group-programs?hsLang=en-au) - [Case Notes](https://support.wellifiy.com/en-au/knowledge-hub/case-notes?hsLang=en-au) - [Messaging](https://support.wellifiy.com/en-au/knowledge-hub/messaging?hsLang=en-au) - [Billing & Payments](https://support.wellifiy.com/en-au/knowledge-hub/billing-payments?hsLang=en-au) - [Content Management](https://support.wellifiy.com/en-au/knowledge-hub/content-management?hsLang=en-au) - [Patient Journeys](https://support.wellifiy.com/en-au/knowledge-hub/patient-journeys?hsLang=en-au) - [Activities & Check-Ins](https://support.wellifiy.com/en-au/knowledge-hub/activities-check-ins?hsLang=en-au) - [Troubleshooting](https://support.wellifiy.com/en-au/knowledge-hub/troubleshooting?hsLang=en-au) - [Contact Us](https://support.wellifiy.com/en-au/knowledge-hub/contact-us?hsLang=en-au) [![Wellifiy Logo Horizontal](https://support.wellifiy.com/hs-fs/hubfs/Wellifiy%20Logo%20Horizontal.png?width=145&height=51&name=Wellifiy%20Logo%20Horizontal.png "Wellifiy Logo Horizontal")](https://support.wellifiy.com/?hsLang=en-au) [mailto:hello@wellifiy.com](mailto:hello@wellifiy.com) Copyright © 2025,