How to enter a Legal Guardian

From the Client Profile select the Edit icon.

You will now see the Client Profile Editor page

Select the Client Relations Manager tab.

Select the Client ID

From the Type of Relation drop-down select Legal Guardian.

Optional you can type the Relationship to Client.

Select the checkboxes to give access permissions to the Legal Guardian Relation.

Select the Create Relation button.

Now from your Client Profile, you will see the Legal Guardian information displayed.

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

To delete a Legal Guardian select the 3 dot icon from the dessire Relation that you want to delete.

Select the Delete option.

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