Adding Family Records

Before you begin

A ‘family' consists of a group of two of more patients, where one patient is designated the payer for all in the group.

Procedure

  1. Create the payer patient record first (follow the steps above for Adding New Patient Records).
  2. When adding subsequent family members, enter their First Name and Surname into the Add New Patient window.
  3. On this same window, locate the Payer Details section and select 'Other'. The Select Payer for [patient name] window appears, pre-populated with patients with the same surname.
  4. Locate and select the patient who will act as the 'payer'. You are not restricted to select from the list of patients with the same surname; you can search for any other patient you desire.
  5. Click OK to confirm.

Results

You are returned to the Add New Patient window, now populated with the demographic details of the payer.