Administer links


Table of contents

    Create client + contact link

    MYP provides the ability to create multiple links between clients and contacts to enable a more efficient way of managing and identifying a variety of connected relationships (e.g. who is connected to who, what clients are linked to contacts and other clients). To Administer financial links, the staff member will require the relevant permission in ARM (refer to ‘Recommended permissions‘).

    To create a link:

    • Identify the relevant client or contact via search
    • Select the ‘Links’ panel
    • Select ‘Create relationship link’
    • Select relationship link category from the drop-down menu (NB: this selection alters the options available at the next stage)
    • Select appropriate options from drop-down menus
    • Search for relevant contact or client
    • Select the appropriate relationship link type from the drop-down menu
    • Search for the appropriate contact or client + select the appropriate link
    • If required, tick the ‘Financial link’ box
    • Select ‘Save’

    NB: Subscribers to the myDocs module have the ability to link documents between linked contacts (e.g. a husband and wife could share the same documents) by selecting ‘Yes’ beside ‘Link all documents?’.

    Contact to contact Contact to client Client to contact Client to client
    Advocate is Advised by Adviser of Advised by
    Advocate of Advocate is Advocate is Adviser of
    Cared for by Advocate of Advocate of Advocate is
    Carer for Associate of Behaviour Clinician for Advocate of
    Case managed by Behaviour Clinician for Behaviour Clinician is Associate of
    Case manager of Behaviour Clinician is Client of Client of
    Child of Beneficiary of Correspondence Nominee is Franchisee with
    Client of Board member of Correspondence Nominee of Franchisor of
    Correspondence Nominee is Client of Dietician for Grouped with
    Correspondence Nominee of Correspondence Nominee is Dietician is Has client
    Doctor of Correspondence Nominee of Employer of Has member
    Emergency contact for Dietician for Enduring Power of Attorney (EPOA) is Has Trustee
    Emergency contact is Dietician is Enduring Power of Attorney (EPOA) of Holding company of
    Enduring Power of Attorney (EPOA) is Director of Financial decision maker is Licensee with
    Enduring Power of Attorney (EPOA) of Employed by Financial decision maker of Licensor of
    Financial decision maker is Enduring Power of Attorney (EPOA) is Has associate Member of
    Financial decision maker of Enduring Power of Attorney (EPOA) of Has beneficiary Referred by
    Formally appointed decision maker for Financial decision maker is Has board member Referrer to
    Formally appointed decision maker is Financial decision maker of Has client Subsidiary of
    Friend of Has client Has director Supplied by
    Grandchild of Occupational Therapist for Has trustee Supplier to
    Grandparent of Occupational Therapist is Has volunteer Tenancy by
    Guardian of Office Public Guardian (OPG) is Occupational Therapist for Tenant to
    Has client Office Public Guardian (OPG) of Occupational Therapist is Trustee of
    Healthcare professional for Physiotherapist for Office Public Guardian (OPG) is
    Healthcare professional is Physiotherapist is Office Public Guardian (OPG) of
    Known to Plan Nominee is Physiotherapist for
    Mentor of Plan Nominee of Physiotherapist is
    Mentored by Podiatrist for Plan Nominee is
    Occupational Therapist for Podiatrist is Plan Nominee of
    Occupational Therapist is Power of Attorney (POA) is Podiatrist for
    Office Public Guardian (OPG) is Power of Attorney (POA) of Podiatrist is
    Office Public Guardian (OPG) of Psychiatrist for Power of Attorney (POA) is
    Paediatrician for Psychiatrist is Power of Attorney (POA) of
    Paediatrician is Psychologist for Psychiatrist for
    Parent of Psychologist is Psychiatrist is
    Patient of Referred by Psychologist for
    Plan manager for Referrer to Psychologist is
    Plan manager is Shareholder at Referred by
    Plan Nominee is Speech Therapist for Referrer to
    Plan Nominee of Speech Therapist is School for
    Power of Attorney (POA) is Student of Shareholding by
    Power of Attorney (POA) of Support Coordinator for Speech Therapist for
    Recovery coach for  Support Coordinator is Speech Therapist is
    Recovery coach of  Supported by contact Support Coordinator for
    Referred by Supports contact Support Coordinator is
    Referrer to Trustee of Supported by contact
    Represented person of Volunteer of Supports contact
    Sibling of
    Social worker for
    Social worker is
    Spouse/partner of
    Student of
    Support Coordinator for
    Support Coordinator is
    Teacher of

    Edit + archive client + contact link

    • Identify the relevant client or contact via search
    • Select ‘Links’
    • Identify the relevant link
    • Select ‘Edit relationship link’ or ‘Archive’ as required
    • Modify relationship
    • Select ‘Save’

    NB: Subscribers to the GENIUS module will not be able to edit a client or contact link that is within a client engagement from the panel in ARM.  The link must be edited within the relevant GENIUS engagement.

    Unarchive client or contact link

    • Identify the relevant client or contact via search
    • Select ‘Links’
    • Identify the relevant link
    • Select ‘Edit relationship link’ or ‘Archive’ as required
    • Modify relationship
    • Select ‘Save’

    Add or remove financial link

    • Identify the relevant client or contact via search
    • Select ‘Links’
    • Identify the relevant link
    • Check or edit the financial link box
    Last updated: 9 June 2021

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