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Family File overview      

The Family File stores and displays important patient information, such as the patient's name, address, phone number, health history, birth date, insurance coverage, employer, and referral information. Patients are organized by family in the Family File. The Family File helps you to organize, store, and find patients and patient information.

To learn more about the Family File, click any of the following links:

·        The Family File window

·        Creating accounts overview

·        Managing family relationships overview

·        Assigning employers

·        Insurance information

·        Multiple coverage insurance plans

·        Assigning continuing care types

·        Patient picture overview

·        Viewing patient notes

·        Adding referrals to your practice overview

·        Archiving patients overview