Families and patients overview

Dentrix Enterprise organizes patient records by family. The first person that you should add to a family is the head of household or guarantor, even if he or she is not a patient. After you create a Family File record for the head of household or guarantor, you can add patient records for other family members to that family.

Note: Determine who to make the head of household according to who receives the billing statement for family members. In other words, the head of household is the person ultimately responsible for payment and is usually the one who signs consent forms.

To learn more about managing families and patients in Family File, click any of the following links:

Adding a new family

Adding a family member

Adding a new patient with an appointment

Updating patient information

Handling duplicate Social Security numbers

Archiving patients

Merging duplicate patients

Deleting patients

Deleting families

Changing the head of household

Combining and separating families

Handling unique family relations