RELATIONSHIP TYPE

To add a Relationship Type, go to Settings > Lookup Tables > A/R Support Tables > Relationship Type

NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Relationship Type.

ADD RELATIONSHIP TYPE

To add a new Relationship Type, click on the "Add Relationship Type” link

Enter the required information and click "Add". 

EDIT RELATIONSHIP TYPE

To edit a Relationship Type, click on the edit pencil. You can also end a Relationship Type by adding an end date.

Make your changes and click on the "Update" button.

VIEW RELATIONSHIP TYPE

To view a Relationship Type, click on the magnifying glass

The Preview Screen appears

DELETE RELATIONSHIP TYPE

To delete a Relationship Type, click on the trash can

You will be asked if you are sure you want to delete.  Click "OK" to confirm.