Adding a Collateral Client to an Appointment

Adding a Collateral Client to an Appointment

Collateral clients added to a primary client’s session, will not have a record of the session in their chart or be billed. If you prefer to have a record for both clients see Creating Client or Staff Groups.


Create a new session and add the primary client. Then. select + Add Additional Client.



A second client dropdown box will appear and allow you to add the collateral client.



Once the collateral client has been added, select Add Appointment.



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