Scenario: Bob Smith is incorrectly listed as the Family Head of another Smith family and needs to be moved to be the Family Head of his family.
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Click the navigation menu > Patients > Patient page
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Find the Family Head file
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Change the Status from Family Head to Family Member
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Select the new Family Head
- Click OK
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Change the Status from Family Member to Family Head
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Click Clear
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Find the new/correct family
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Ensure the correct family is listed
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Click OK
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Click Yes to make this person responsible for Recalls, Invoices, Queries and Appointment reminders for others in the family.
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Click No to keep their current settings
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Links:
Move Individual Patient to a Family File
Change from Family Member to Family Head of Same Family
Change from Family Member to Individual Head
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