When you add family members to a client in your database, you can choose from a list of possible relationships for each family member (pictured below). That list of relationships can be customized by adding more relationships or modifying the existing ones. Note: Changing the list of family member relationships will only affect those family members created AFTER the change is made. Relationships that have been selected for existing family members will not be affected.
Follow these steps to change your list of family member relationships:
-
Go to Maintenance > Client > Family Member Relationships to open your list.
-
Enter the Description of the family member relationship and press Enter.
-
Close the list when finished.