Adding new patients to existing households

A household in Dentrix Ascend is a group of patients with the same primary contact person. You can create patient records, at one time, for members of a household. When you add patients to a household, those patients are assigned the same primary contact person by default (you can change the primary contact for a patient at a later time as needed). You can add new patients to a household while adding a new patient record or updating an existing patient record.

To add new patients to a household

1. Do one of the following:

   • While adding a new patient record (after saving the information on the Basic Info tab), on the Patient Information page, select Related Patients on the navigation panel (on the left), and then click (or tap) Add New Member.

     

   • While updating an existing patient record, on the Patient Information page, select Related Patients on the navigation panel (on the left), and then click (or tap) Add New Member.

     

   The Add New Patient(s) to Household dialog box appears.

   

2. Enter the first household member's name (first, last, and middle initial), gender, birth date, and preferred name (if applicable).

3. For each additional household member that you want to add, click (or tap) Add Patient, and then repeat step 2.

   Note: If any of the household members listed already have patient records, when you save the household, the primary contact person, primary guarantor, address, and primary phone number in those patients' records will be updated accordingly. If a patient listed should have a different primary contact person, primary guarantor, address, and/or primary phone number than the other household members, remove that person from the list by clicking (or tapping) the corresponding Remove button .

4. Click (or tap) Save.