Relationships can show an individual's connections and their support system.
Relationships can be viewed in cb Engage, and managed on a Person's Profile.
Relationships are categorized into:
Family (i.e. Foster parent, Grandparent)
Informal Support (i.e. Mentor, Babysitter)
Formal Support (i.e. Therapist, Social Worker)
Benefits of adding relationships for clients
See at a glance who is connected to a client. By adding family relationships, formal and informal support you can get a bigger picture of a client's support network.
Grab contact information easily. By hovering over the name of a person you can see their phone, email, and/or address (if known).
Help clients identify who their support is as they navigate programs and accomplish case goals.
To create and edit a client's relationship network, follow the steps below:
From the Person Profile, select the edit icon.
Enter in the required information: Person who you are wanting to link to the client, and type of relationship. You can include relationship dates here as well.
You can add additional relationship by selecting Add Another Relationship.
