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The purpose of the relationships tab is to link multiple people to one profile/Care Provider. (I.e you have many social workers or nurses that work at a hospital or rehab and you want to associate them all with this one Care Provider.) This relationships tab ay works the same anytime you use it in the system.
Navigate to the Care Provider you want to create a relationship to. This will take you to the record where you can schedule tasks, enter notes, upload files, and link relationships.
Scroll to the right hand side of of the profile page and select the + to the right of the Relationships box.
Next select the drop down and pick an Item type… You want to select Contact in this instance.
Once you have selected Contact this will allow you to search for an entry. You will want to search for the name of contact/referral partner that you wish to associate with this provider. *You must enter the person you wish to associate with this provider under Contacts prior to searching for them in this section. Once you see their name click on it and follow the steps to explain what their relationship is with this provider.
NOTE: This relationship will also give you the option to CC this contact on emails to this provider from ALL-IN.
Once you have selected the relationship click the green Add Relationship button to link them to this record.
Once the relationships are linked you have the ability to click back and forth from the individuals profile page and the care providers page.
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