A ChartCaddy Contact is an incoming referral and contains all the information necessary to add a client to the system. A Contact has different statuses like a Chart Item to help facilitate whatever process an organization has for an incoming referral. Common milestones for incoming clients are payer information verified, a provider assigned, and intake paperwork completed. There is no way to delete a Contact, but a contact can be set as not active, and inactive Contacts are effectively invisible. Before a Contact can be set to Final either the top (admit) or bottom (external referral) part of the administrative section must be filled out to signify if the prospective client is being admitted or externally referred. If the client is being admitted then a Client record is automatically created when the Contact is set to Final.

In addition to ChartCaddy users being able to enter Contacts after logging into the system, there are several additional options available to add Contacts to the system. There is a public webpage available where anybody can enter a Contact. In addition administrators can create public and private (password protected) fillable PDF documents that submit new Contacts to ChartCaddy. A section on the Dashboard denotes how many Contacts have which status.