Link related clients
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Relationships
From a client record you can link them to another client in your practice:
- Emergency — who to contact in an emergency.
- Alternate — another person tied to this client.
- Referred by — the client who sent them your way.
Each link shows an inverse view on the other client (a "linked from" list), so the
connection is visible from both sides. Links stay within your own practice.
Who can do this
Only an account admin can add or change client relationships. See
User roles and permissions.
Tips
- Use referred by to see who your best referrers are over time.