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Create a whanaunga āwhina

Getting started with a new whanaunga āwhina

The whanaunga āwhina feature allows you to define a connect whānau of clients and record session information with one or more workers.

  • Whanaunga āwhina contains members and is defined by a primary contact

  • Access to whanaunga āwhina is defined by the access to its members

  • Session records are included in each whanaunga āwhina member’s records

  • Separate participant records can also be created for specific members

To create a whanaunga āwhina

whanaunga awhina screen with the add button highlighted
  1. Navigate to Client records via the Switcher and then select Whanaunga āwhina from the menu

  2. Click Add Whanaunga āwhina

  3. Choose the primary contact and details

  4. Add the remaining members

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