Adding family members

After you have entered all the information related to the guarantor, you can add family members. You cannot enter more than 18 family members per family.

Note: The last name, provider, and address default to the guarantor's. If necessary, you can change this information.

To add a family member

1.   In the Patients module, use Quick Search or Advanced Search to select the patient you want to add a family member to.

The selected patient's information appears in the Patients window.

2.   Under Relationships, click New Family Member.

The New Family Member dialog box appears.

3.   You must add the following information for the new family member:

·        First Name – Type the patient's first name.

·        Primary provider – If different from the guarantor's, type the first few letters of the primary provider's name, and then select the provider from the list.

4.   (Optional) Type or select the following information in the appropriate text boxes or lists respectively:

·        Family Position – Select one of the following options: Single, Married, Child, Other.

·        Office Relationship – Select the patient's relationship to your practice from the list (Patient, Non-Patient, or Inactive).

·        Birthdate – Type the patient's birth date or click the calendar button, and then select the birth date from the calendar. The patient's age is computed automatically.

·        Gender – Select the patient's gender from the list.

·        Street Address – Type the patient's street address.

·        Social Security Number – Type the patient's Social Security number.

·        Driver's License Number – Type the patient's driver's license number.

·        City, State, ZIP – Type the patient's ZIP Code, and then select the City, State, and ZIP code from the list, or click the add button to add a new city and ZIP Code.

·        Also update to: – By default, any changes to the new family member's address will update every family member's address. To disable the default setting, click the slider. Only the current patient's address will be updated.

·        Email – Type the patient's email address.

Note: To set the patient's email address as the preferred contact option, click the Star icon.

·        Mobile – Type the patient's mobile phone number.

Note: To set the patient's telephone number as the preferred contact option, click the Star icon. To add the patient's other phone numbers, click the Telephone Receiver icon.

·        Phone Calls – To change the default setting from Accepted to Do not contact, click the slider.

5.   Do one of the following:

·        Save – Click to save the patient's information.

·        Save & Create Appointment – Click to save the patient's information and create an initial appointment.