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Adding Legal Guardian to File

  • If the client is a minor, i.e. if the client’s age is less than 18, then you will need to enter and save the information about his or her legal guardian.
  • You can add this information about the legal guardian by:
  • Searching the name of the client whose information about the legal guardian has to be added.
  • Click on the Demo tab.
  • Go to end of the page to the relationships section.
  • Not that in this example several relationships are already defined.

Relationship

  • Click the +Add button to add a relationship.

Legal guardian

  • Clicking on the Add New Relationship button will generate the following form.
  • Fill out the information of the guardian.
  • Check the Legal Guardian check box.
  • And "Create Relationship" to complete