For clients who are often seen together, as is the case for many couples and family members, you can make the client's "related" in the system to enable the option for simultaneous booking within a single session.
This feature also enables the ability to copy progress notes and treatment plans from one individual to any related client where appropriate.
How to make clients Related:
1. Select the Clients icon, and then click the desired client’s name from the Active clients list.
2. On the client Overview page, under the Client Details heading, you will see the Related Clients info bar. Click the Setup link.
3. Select the drop-down menu under Relation Type to display the relationship options.
4. If you choose, you may enter a Relation Name for further specification
5. the primary client will show as Client #1. Select any related client(s) from the other numbered Client drop-down list(s). (Note: the related person(s) must be registered in the system for their name to appear)
6. Click the Save button.
Hint: You only need to set clients as related from one of the relatives' accounts - Related Client changes will automatically be reflected in the profiles of all designated relatives.
