How to Link a Family Member in a Client’s Record

  1. From the client’s Contacts tab, type the Contact’s information in the Client Information section.
  2. Select the Search icon to search for the Associated Client ID.
  3. The Client Search popup will open.
  4. Search for the client record and select the client record in the Records Found section.
  5. Select the Select button to choose the record.
  6. The Associated Client ID will show in the Contact Information section.
  7. Type the Contact’s Information.
  8. Type the Contact’s Phone Number(s), or select the Same as Client Phones checkbox.
  9. Type the Contact’s Address, or select the Same as Client Address checkbox.
  10. Select the Insert button.
  11. Select the Save button in the toolbar.