The Families feature, located between Clients and Groups on the main menu, allows associations to be made between Clients, charted and chartless, via a Family or Families. Once a Family is created, users can add Members and Documents, and complete and attach Forms. Member participation is managed through Start and End Dates which define the Client’s active membership period within the Family. Agency-defined Roles and Labels are used to clarify the connection between members and provide additional member details.

Configuring and working within the Families menu is detailed in the following sections.

• Configuring Families
• Adding and Managing Families
• Adding and Managing Family Forms
• Adding and Managing Family Documents