Questions answered in this article:
How to add a new primary contact to a client record?
How can I add an existing primary contact to a client record?
Related articles:
Important Note:
Email addresses are no longer required when onboarding NEW clients, ex: siblings. The parents filling out a self-intake form may not provide an email address since the system identifies duplicate email addresses used.
Additionally, practitioners have the flexibility to assign existing contacts/guardians to the new clients. Follow the simple steps below.
Navigate to the Clients page by selecting the Clients option from the menu on the left-hand side.
You'll find your list of clients displayed on this page. Simply click on the client's name to access and update their details.
3. To add a NEW primary contact, click on +Add New.
4. Input the necessary details such as name, last name, email, phone number, type, and relationship. If you wish to grant access to the client portal, ensure to enable online portal access and notifications. Finally, click Save to confirm the changes.
4. To add an existing primary contact to this client, click +Add Existing.
5. A pop-up window will appear. Enter the name or email of the existing primary contact. Choose the type and relationship to the new client. Ensure to tick the boxes for enabling online portal access, email notifications, and consent if applicable. Click Save to confirm the changes.
6. Once added, the new/existing primary contact will appear in the Primary contact(s) section. Click the Save button to save all the updated client information.
