How to Add, Separate, and Delete a Partner Client


For some clients, you may want to manage their placement process alongside a partner individual, whether a spouse or close friend. Using the partner-client feature in Senior Place, you can do exactly this. Below, we will show you how to Add, Separate, and Delete a partner client depending on your specific needs:



Add a Partner Client



  1. Navigate to the relevant client profile
  2. Click the Add another client button

After adding the partner client, you'll be able to manage their placement process together while still having separate intake information details.


Separate a Partner Client


Note: When you separate a partner client, all of the relevant Overview and Intake Details information will be copied from the primary client; however, other information (community options, emails, invoices, files, etc.) will not be copied, allowing you to fill in new information for the partner client.


  1. Navigate to the relevant client profile
  2. Under the Overview tab, scroll down to the Client section
  3. Within the Partner Client area, click Actions
  4. Choose Split into separate client

Delete a Partner Client


Note: When you delete an partner client, it will also delete any intake/overview-related data specific to that individual.


  1. Navigate to the relevant client profile
  2. Under the Overview tab, scroll down to the Client section
  3. Within the Partner Client area, click Actions
  4. Choose Delete additional client

Have more questions? Feel free to reach out to us at support@seniorplace.com!

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