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Duplicate clients

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  • Dr. Lisa K. Phillips

    Hi, I saw a mom for a few sessions of therapy. Now she wants me to see her child. When I add the child to the client portal, and add the mom's e-mail address, I get an error message stating that this person is already in the system. How do I enter both a mom and a child in the system (with the mom's e-mail address as a contact for the child)? Please assist.

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