How do I manage my dependents?

This guide will walk you through managing dependents.

1. Click “My Stuff”

Click the “My Stuff” tab to reveal additional tabs.

2. Click “My Dependents”

Scroll down, and click “My Dependents” tab.

3. Click the three-dot menu

Click the three-dot button next to the dependent to open the modal.

4. Icons to manage dependents

Use these icons to manage dependents: a book icon for booking, a pencil icon to edit the relationship, and a trash icon to remove the dependent.

5. Click “Book for Dependent”

When you click the “Book Dependent” button you can book the client’s dependent.

6. Click “Edit Relationship”

Click the “Edit Relationship” to edit the client’s dependent.

7. Dependent Information

You can edit the dependent information.

8. Select Waiver Settings

Select an option for signing waivers.

9. Waiver Settings

The Waiver Settings allow you to choose who will be asked to sign waivers. You can allow both managers and dependents to sign, or limit signing to either managers or dependents.

10. Select Required Assessments

Choose an option for Required Assessments.

11. Required Assessments

The required assessments allow you to choose who will be asked to complete required assessments. You can allow both managers and dependents to complete, or limit either managers or dependents.

12. Select Email Settings

Select an option for Email Settings.

13. Email Settings

The email settings allow you to choose who should receive the email. You can allow both managers and dependents to receive, or limit either managers or dependents, and allow dependents to receive the email and receipts to manager.

14. Click “Save Changes”

Click the “Save Changes” button to apply and save your updates.

15. Click “Remove as Dependent

When you click the ‘Remove as Dependent’ button, the selected dependent will be removed from the client’s dependent.

This guide covered the process of managing a dependent.