A Contact is essentially an incoming referral and contains all the information necessary to add a client to the system in the future. In other words Contacts provide a way to track potential clients in the system until they are actually admitted and start receiving services. 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. A section on the Dashboard denotes how many Contacts have which status in order to facilitate organization workflow for processing incoming referrals. 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, and a link to the contact appears in the client's chart.

There are several options available to add Contacts to the system by people that do not have a login to ChartCaddy. There is a public webpage available where anybody can enter a Contact. The URL for that form depends on the organization and is in the format https://www.chartcaddy.com/portal/<orgnick>/contact where <orgnick> is the system nick name of the organization. The system nick name of the organization is displayed when a user is logged in near the bottom left of the screen. In addition administrators can create public and private (password protected) fillable PDF documents that submit new Contacts to ChartCaddy. The public versions of the Contact do not contain the administrative section at the bottom of the form while the private version does.