Manage Client Relationships

The Relationships section of a client record lets you document connections between clients — family members, guardians, authorized representatives, and emergency contacts. This information is critical for care coordination, consent management, and emergency response.

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How to Add a Relationship

1. Open the client's record.
2. Navigate to the Relationships tab.
3. Click Add Relationship.
4. Search for an existing client or contact, or create a new one.
5. Select the relationship type (e.g., Parent, Guardian, Spouse, Emergency Contact).
6. Click Save.

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Related Topics

• Add a Diagnosis Code
• Manage Tags
• Manage Client Status
• Exporting Client Data
• Recovering Deleted Items
• Differences Between Clients and Contacts
• Adjusting Your Client's Timezone
• Archiving Clients
• Adjusting Your Client's Language
• Import Contact Data
• Create Client Custom Views