Family File overview      

The Family File stores and displays important patient information, such as the patient's name, address, phone number, health history, birth date, insurance coverage, employer, and referral information. Patients are organized by family in the Family File. The Family File helps you to organize, store, and find patients and patient information.

To learn more about the Family File, click any of the following links:

The Family File window

Creating accounts overview

Managing family relationships overview

Assigning employers

Insurance information

Multiple coverage insurance plans

Assigning continuing care types

Patient picture overview

Viewing patient notes

Adding referrals to your practice overview

Archiving patients overview