Manage client relationships
Track and manage relationships between clients, such as family members, guardians, or emergency contacts.
Related topics
- Add a diagnosis (DX) code
- Manage Tags
- Manage client status
- Client Record Fields
- Exporting client data
- Recovering deleted items
- Differences between Clients and Contacts
- Adjusting your client's timezone
- Archiving Clients
- Merge Clients
