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Adding Family Members

Follow these steps to add family members to a client:

  1. Open the client record.

  2. Go to the General Tab, and click the Plus ("+") button above the grid on the right-hand side to add a family member.

  3. Fill in the information for the family member.

  4. Click OK to save the family member information.

  5. Use the Minus ("-") button to delete a family member. Or, double-click an existing family member to modify their information.

See also

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