Adding a Relationship

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  • A "Relationship" is someone that is NOT a Client or User, but needs to be in the system. A relationship would be a client’s guardian, relative, or other relevant person to client.
  • From within the client record, click on Demographics from the Client Toolbar. Then scroll down to Relationships. If the person you need to add is not already listed in the clients relationship list, click on the Add New Relationship button. Once in the form, fill out as much of the form as you can (relationship, age, in household, etc.).