How to link Individual Providers to Clients in Bulk

Use the following steps to link your internal Individual Providers to one or more existing Client Profiles via the User Account record: 

1. Click on the Settings Icon next to your login name.

      

2. Under Security, click on User Accounts.

3. The User Account List screen displays, click on the User Account where you wish to add one or more clients.

4. The Edit User Account screen displays. From the Clients Table, click on +Add New.

5. The Add Clients pop screen displays. Click on Select Clients field and click to select individual records or click to Select All.

6. Click on Save or Save & New if you wish to make more selections.

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