How to Add a Direct Relationship

A direct relationship could be a family member, caregiver, or, in the case of domestic and family violence, a connection between the person using violence and the person experiencing violence.

1. Open the person record and select Direct Relationships from the left-hand menu
2. In the Direct Relationships widget, click New
3. Search for the person you want to link to:
   1. Enter a Reference Number, or
   2. Enter their First Name, Last Name, and Date of Birth
4. If the person appears in the search results, select This client matches
5. If no match is found, select Add as a new client
   • You can create a basic person file without a referral directly from the Direct Relationship section.
6. On the Create New Relationship screen:
   1. Select the Relationship Type 
   2. Enter the Start Date (required)
7. Click Create to add the relationship