Some practices see whole families: parent and child, partners, siblings, multi-generational households. Family Groups connect those client records so you can move between them quickly and keep shared context in one place.
Family Groups are available on every plan, including Free.
Create or join a group
- Open a client's profile.
- Go to the Family tab.
- Click Add Family Member.
- Choose how to add the member:
- Search existing clients to link an established record.
- Create new to add a new client and link them in one step.
- Set the relationship (parent, child, partner, sibling, guardian, other).
- Click Save.
The connection is bidirectional. If you add Maya as the daughter of David, David's Family tab automatically shows Maya as his daughter.
What the group gives you
- One-click navigation between linked clients from each profile's Family tab.
- A clear visual of relationships, useful when scheduling siblings back-to-back or onboarding a household.
- Awareness in clinical context: when you're seeing a teenager, you can jump to the parent's record to confirm intake details or insurance.
Editing and removing relationships
- Click an existing family member to edit the relationship type.
- Click Unlink to remove the connection. The other client record is unaffected; only the link is removed.
Tips
- Use the relationship label that's most useful clinically (e.g., "guardian" rather than "parent" if a grandparent has custody).
- Linked records don't share clinical notes or intake forms automatically. Each client still has their own private chart.
- For families on shared insurance, link the policy on each member's individual insurance tab; the family relationship is a navigation aid, not a billing shortcut.
