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Add client relationship
Add client relationship

How do I add a client relationship?

Updated over a week ago


Here are the steps to add a client relationship:

  1. Navigate to the Clients page

  2. Select a client record to which you would like to add a relationship to

  3. Go to the Relationships page

  4. Select the More Actions drop-down and press Add Relationship

  5. Complete the form and select Connect

Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.

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