Individual and/or Family View in Treatment


When patients are grouped into a family; the view in Treatment, Invoices, Claims and Receipts pages can be changed between Individual and Family view. 

View Whole Family

By default, the view is set to Family. This allows for treatment to be entered for all family members in one place, then to invoice/claim/receipt as one. 

  1. Click the navigation menu > Patients > Treatment page

  2. Within Show data on, tick Whole Family

  3. All family members who have had treatment performed will show

  4. Use the drop list in the Member column to select the patient and enter new treatment

 View Individual File

  1. Click the navigation menu > Patients > Treatment page

  2. Patient: Select the relevant patient to view

  3. Within Show data on, remove tick from Whole Family


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