You can connect contacts to clients, for example, parents, support coordinators, doctors, case managers, and caregivers. You can link associated contacts from the client record and set them up to receive appointment updates, invoices, and progress notes.
How-to
Set up associate contacts
Navigate to the Clients tab.
Select the client you would like to add associated contacts to.
Select the Edit button on the Details tab.
Scroll down to Associated Contacts.
Start typing a contact, then select Add.
Select the notifications that you would like the associated contact to receive, such as appointments, invoices, and notes.
Click Save.
The associated contact will now appear on the client's Details page.
View an associated contact's details
Navigate to the Clients tab.
Select a client file.
Scroll down to Associated Contacts on the client's Details page.
Click the associated contact's name to view their name, mobile number, and email address.
