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How to Add Related People in Clerk
How to Add Related People in Clerk

Related People, Families, Spouse, Children, Sibling, Patient Profile

Amy Bergren avatar
Written by Amy Bergren
Updated over a month ago

What's better than treating one patient? A whole family of patients!

To establish related people in Clerk, you will head to the Patients tab > look up one of the desired Patients > and go the Details tab of their Patient Profile:

Scroll down until you find the Related People's section towards the bottom in the right column. Select the Pencil Icon to edit:

Once in Edit Mode, you'll be able to add in the relationship to the patient (spouse, child, sibling, parent, care giver, friend, significant other, other). If the Related Person is a patient in Clerk, flip the Patient toggle On to and then search for the Patient:

Once everything looks good, go ahead and save! A healthy family is a happy family! 🥰


Psst!✨ This now means you're one step closer to getting Family Checkins setup with our Kiosk! You may CLICK HERE to learn more about this.

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