Add a Contact (Spouse, Family Member, etc)

When you have a primary client receiving services, it may be beneficial to ad a family member who can also access the client information through their client portal. Then they can do the following:

• View and pay invoices
• View shared files
• Complete documentation
• See and send messages they are added to

Adding the Contact

When manually adding a new client, you have the option to add in the client contact information if you have it then. When you get to the 3rd page of the client creation, you can add the contact information you have there.

When a client is filling out a lead form, the client contact questions are defaulted to be added to the lead form. If you wish to remove those question you can, but if the clients enters that information, it will automatically create that client contact profile attached to their account for you.