Masters Students

    Connecting Two Profiles

    Connecting two profiles is used for situations in which two (or more) clients need access to information on one another's' profiles. This should be used for couples’ therapy, childrens’ therapy and family therapy situations. It can also be used for individual therapy where a parent or other person would like to pay and receive invoices.
    1. 1

      Step 1: Add Each Client

      For each client (or individual) you would like to connect, create an individual profile for each of them

    2. 2

      Gain Consent

      Ensure that you speak to the client (where applicable) to gain consent for the additional individual to have access to their profile for whatever permissions you will be granting.

      Be sure to chart the consent given on the clients profile.


    3. 3

      Connecting profiles

      Go to the client profile, and scroll down to “add relationship”

      Search the additional person you would like to connect

      Select which permissions this additional person will have * please be very careful on this step as to only allow permissions for which you have been given consent to adjust. This is very important for proper care of personal health information.