Editing family relationships

Using the Family File, you can move a patient to a new account or combine two accounts. Before moving any patients, consider the following:

·        When you are combining families, you cannot move the head of household unless you move all family members first.

·        You can post offsetting adjustments if you choose to keep family balances the same when you move patients from one family to another. You can also select which adjustment types to use.

·        You can choose whether the balance for transaction history (for patients being moved) remains with the original family or is moved with the patients.

·        You can view what the new balances for both families will be and see any offsetting balances that will result. Offsetting balances are posted as current transactions and linked so that if necessary, you can later delete them as a group.

·        You can move a patient even if the family has open claims as long as the patient is not a subscriber for any open claims and has no open claims.

·        When you move a patient, the patient’s insurance information is cleared if the patient is not the insurance subscriber. If the patient is the subscriber, the insurance follows the patient.

·        If a patient is the insurance subscriber for family members, the insurance information for those family members is cleared if you move the subscriber.

To edit family relationships

1.   With a patient selected in the Family File, from the Edit menu, click Edit Family Relations.

The Edit Family Relations dialog box appears.

2.   Select the family member that you want to move to another account.

3.   To move a patient into another family, click Move >>.

The selected patient moves to the New Family pane as the head-of-household.

4.   As necessary move any other member of the family, and then click Next.

The following warning appears.

5.   To continue, click Next.

A summary of the current transactions for both families appear.

6.   Click Next.

A summary of the balances for both families and the Family Edit Offsetting Adjustments dialog box appear.

7.   Select a Credit Adjustment Type and a Charge Adjustment Type, and then click OK.

Note: You must select adjustment types to complete editing the family.

8.   Select one of the following:

·        Move Balance to New Family – Posts the offsetting adjustments to the new family.

·        Keep Balance on Existing Family – Posts the offsetting adjustments to both families for each provider with a balance for the patients moved. To change how the adjustments post, click the Settings button.

9.   Click Finish.