Having the option to add client relationships in your practice management software helps you easily keep track of family, caregiver, or dependent connections that may impact care, billing, or scheduling. This way, you can stay organized and give each client more personalized support.
In this article, we'll walk you through how to:
Add a client relationship
Navigate to the Clients page
Select a client record to which you would like to add a relationship.
Go to the Relationships page.
Select the More actions drop-down and press Add relationship. If no relationship has been added yet, click on '+New relationship.'
Choose whether to:
Link a related client or contact already in your system, or
Add a new relationship by filling out the form with details such as their name, email.
Under Relationship details, click on the Relationship type and choose from the drop-down selection.
Use the toggle buttons if you’d like to:
Grant portal access
Share information access
Add them as an emergency contact
Click Create.
Update or edit a client relationship
Navigate to the Clients page
Select a client record to which you are updating.
Go to the Relationships page.
Hover over the name and look for the action icons.
If you want to delete an entry, click More actions. Click the Edit icon to manage the information.
Update the information and access.
Click Save.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.