Move Individual Patient to a Family File


Scenario: Bob and Susan are both patients, however they are not joined as a family. Susan will be the Family Head and Bob will become a Family Member. 

  1.  Click the navigation menu > Patients > Patients page

  2. Find the patient who will become the Family Member

  3. Change the Status from Family Head to Family Member

    1. Find the patient will be become the Family Head

    2. Select the patient

    3. Click OK

      1. Confirm (Yes) or Deny (No) that details of this patient should change to that of the Family Heads


Change from Family Head of one Family to Head of Another

Change from Family Member to Family Head of Same Family

Change from Family Member to Individual Head

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