EMS | Association Types

EMS | Association Types

Description

“Association Types” is a way for the user to link 2 clients together, such as mother and daughter or husband and wife.

Resolution

Configuring the Association Types
In “Administrator” select the “General Menu” icon
Select the “Association Types” icon

This will display the “Association Types” screen

Click on the “Green Plus” button
Enter a “Description” for example ‘Husband’
Click on the “Green Tick” to save

You will now need to create another “Association Type” for the one you have just created to be linked back to:
Click on “Create New”
Enter a “Description” for example ‘Wife’
Click into the “Default Reverse Association” drop down menu
Select the “Association Type” you are linking it back to for example ‘Husband’
Click on the “Green Tick” to save

The first Association Type will need to be linked back to the new one.
Highlight the first “Association Type” for example ‘Husband’ which will currently be linked to “-None-”
Click into the “Default Reverse Association” drop down menu
Select the “Association Type” you are linking it back to for example ‘Wife’
Click on the “Green Tick” to save

Allocating the Association Types

In “Core Reception” select the “Clients” icon

The system will display the “Client Search” screen.

Search for the client, the default search method uses the clients’ surname

If the client has visited before then you will be able to identify them in a list of matched results. If the client has not visited before you will have the option to create a new client now but you must always search for them first.

Highlight the correct client in the list by clicking their name or create a new client record
Once you have selected the correct client click the “Green Tick”

This will display the "Client Card"

Select the “Assoc.” tab

Click on “Add”
Select the “Type” of association from the drop down list

For example if you are on Donna Smiths “Client Card” and you are linking her to Steven Smith you would select Husband as the “Type” on Jane’s “Client Card”.

Click into the “Association” field

This will display the “Association Name Search” screen.

Search for the client, this is done by clicking onto the Magnify glass, this is located at the end of the Association with field, the default search method uses the clients’ surname
Highlight the correct client in the list by clicking their name
Once you have selected the correct client click the “Green Tick”

This will bring you back to the client card of the first client selected.

Click “OK”

This will display the “Reverse Association” screen, you can add any notes here if you require.

Click on the “Green Tick” to save

This will save the association that you have just created, if you look at the “Client Card” for either client on the “Assoc.” Tab it will display the association.

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