The Family File window

The Family File window contains several blocks that display information. By double-clicking these blocks, you can enter, edit, or delete patient information.

The Family File toolbar

The family member list

Viewing more patient information

Adding entries to the Office Journal

Previewing the new Family File

Adding new patients with the new Family File

Changing patient status

Viewing exceptions and insurance plan notes

Reactivating archived patients in the new Family File

Adding employers to patients in the new Family File

Dismissing or reversing updates in the new Family File

Creating emergency contacts in the new Family File

Adding or editing emergency contacts

Viewing upcoming appointments

Customizing the toolbar