Creating a New Client Demonstration

It may take a moment for the video to load. Please be patient.

This video includes audio. To listen, please turn up the volume or use headphones. Select "Transcript" under the video or closed captioning (CC) in the video screen to see the text version of the audio.


TranscriptWelcome to the Adding a Client to a Family demonstration.

In this demonstration, you will learn how to add a client to an existing family.

First, open the Client Details screen and select the client that is being added to a family from the list. Select the Edit the Current Record button.

Selecting Vitals from the pop-up menu will open the same screen that is used to add a new client.

Without changing the existing information, select Join a Family. This will open a Client Search screen.

In the client list, you must choose the family head that represents the family the client is being added to. These are shown in white. All other clients are shown in red and are not selectable. Once you have chosen the family head, select the blue checkmark. The client is added to the family and you are brought back to the Vitals screen.

You must select the client's family role and relationship to the family head in order to save the record. Select Modify Family to open the Family Management screen.

Select the new member from the list. New family members are always given the role of Dependant – Child. If the family member has a different role, select the Modify Family Role button. You must also select the relationship of the new family member to the family head.

In order to save the record, you must select save and exit the Family Management screen. This will bring you back to the Vitals screen. You must then select Search for Duplicates before saving and exiting.

This is the end of the Adding a Client to a Family demonstration.

Return to Changing a Family

Report a problem or mistake on this page
Please select all that apply:

Thank you for your help!

You will not receive a reply. For enquiries, contact us.

Date modified: