Family files are required to manage and create family appointments and invoices.
There are two options to add a new patient as a family member.
In Patient Details
Use this method if the new patient does not require an appointment at the time of creating.
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Click the navigation menu > Patients > Patients page
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Find the head of the family:
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Click Find icon
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Enter the name of the existing patient (head) you wish to link the new patient (member) to
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Click Find
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Highlight the correct patient listed below the search fields
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Click OK
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Next, Click the New Member toolbar icon
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Enter the new patient’s details in empty fields of the newly created file
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The newly created patient will now have a Status of Family Member
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