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On this page you will learn how to add multiple relationships at the same time.
If a person has multiple relationships with another person, for example a person a caregiver and parent, both relationships need to be entered in Casebook. If a person has multiple relationships, all relationships relevant to the case or assessment should be entered into Casebook. All relationships can be created through the same flow.
To add multiple relationships at the same time, first navigate to the Add Relationships flow:
From a person profile page, click Edit on the Family Network Card
Additional Resources
See how-to's on the most recent additions by work area
Webex Demos
Watch a recording of the update demos and hear the questions that your peers asked.
Watch quick videos of how to do specific actions in Casebook.
Scroll through or download power points that give step-by-step instructions on work-flows in Casebook.
On each page, click photos to enlarge, then click back button to return to prior page.
On the Relationship Tab, click Add Relationships
From the form, you can add multiple people in either of the "who" fields, however, you can only add one type of relationship. This means that you can add multiple parents to multiple children at the same time by choosing multiple parents in the first "who" field, selecting 'parent' as the relationship type, and then selecting multiple children in the second "who" field.
Clicking the save button at the bottom of the page will create and save all of the relationships you entered.
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