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 Out, and Delete a partner client depending on your specific needs:

Add a Partner Client

To add a partner client, follow these steps:

  1. Navigate to the relevant client profile.
  2. Under the Overview tab, scroll down to the Client section.
  3. 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 Out a Partner Client

Note: When you separate out a partner client, all of the relevant Overview/Intake Details information will be copied from the primary client; however, the other tab information (community options, emails, invoices, files, etc.) will remain with the primary client, allowing you to fill in new information for the partner client.

In some circumstances, you may need to separate out a partner client. This may be the case if a partner client requires placement in a different community from the primary client.


To separate out a partner client, follow these steps:

  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 additional client, it will also delete any intake/overview-related data specific to that individual.

In the case that a partner client passes away or no longer needs your assistance, deleting them may make the most sense.


To delete a partner client, follow these steps:

  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.io!

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