Add or Edit Associated Party

You can use an Associated Party to add Contacts associated with the Client. You can use this field to list an Emergency Contact, someone related to the Client (spouse, aunt, grandparent, foster parent, legal guardian, etc.), the Client's Doctor, etc.

Jump to Section: [Add Associated Party] [Edit Associated Party]

Add Associated Party

1. Click My Clients in the navigation bar and select the appropriate Client.
2. Scroll down to Associated Party section.
3. Click the Plus icon to add an emergency contact.
4. Select Relationship and enter their Contact Information.
5. Click Save.
6. Emergency contacts are now listed.
   
   

[Back to Top]

Edit Associated Party

1. Locate desired Associate Party and click to open.
2. Make desired changes and click Save.
   
   

[Back to Top]