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Relationships for Patient Associates (Admin)

In More > Admin > Configure > Relationships, you can create and manage the relationship types that are available for selection when adding a billable or non-billable patient associate to an existing client’s profile.

See About Patient Associates for more information on adding an associate to a client profile.

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Available Actions for Patient Associate Relationships

  • Add a relationship type: Select the plus sign + at the bottom of the Relationships grid to add a new relationship type. Enter the relationship title in the Name field of the pop-up window, then select Save.

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  • Rename a relationship type: Select the Name field of an existing relationship to make edits. Your changes are automatically saved.

  • Delete a relationship type: Select the trash can icon to delete a relationship.

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