PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Clients > Client How To's > Creating a Client from a Family Member
Creating a Client from a Family Member

Follow these steps to quickly create a new client from a family member.
  1. Open the "Parent" client.

  2. Right-click on the family member that should become a new client.

  3. Click the option to create a new client record.

  4. A new client record will open containing the family member's information, along with a new client number. Note: The original client is automatically added as a family member on the new client record and the new client remains a family member on the original client.

  5. Save and close the new client.



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