From Client iQ, select the desired client using the Search Bar

‍Click here to learn how to create a new client and invite them to their portal.

From the Client Profile select the Edit icon

Select the Client Relations Manager tab

Select + Add Another Relation

Select the Client ID

From the Type of Relation drop-down select the correct type of relation.

You can also type the Relationship to Client if you prefer

Select the checkboxes to give access permissions to the new relation.

NOTE: Email can be selected in the client Reminder settings found in the Client Demographics for both the primary and secondary recipients to receive reminders

Select the Create Relation button

NOTE: When the 'Send Invite to Contact’s Portal' permission is selected, clicking the 'Create Relation' button will display the settings pop-up.

Select the "Invite to Portal & Submit" button under the corresponding relation tab to send the portal invitation.

NOTE: By default, the 'Send Invite to Contact’s Portal' permission will be selected for these types of relations when adding a relation to the client profile.

a. Legal Guardian

b. Responsible Party

IMPORTANT: If you don’t want the client relation to receive a client portal invitation, make sure that the Send Invite to Contact’s Portal permission is unchecked when saving the client relation.

If the relation is not a client at this Practice, turn on the toggle and fill in the Client Relation Info.