Family Module

The Family Module is where basic patient and insurance information is entered and organized. All useful information, including percentages, is on one screen.

Also see Webinars.

Family Toolbar

Family Members

Clones: Only visible when Patient Clones is turned on.

Super Family: Only visible when Super Families is turned on.

Add Insurance: Attach an insurance plan or view all insurance plans for the family.

Discount Plan: Click the main button to add Discount Plans. Click the dropdown to drop a discount plan.

Patient Picture

If an image exists in the designated patient picture folder of the Images Module, the most recent picture will show at the top left. See Patient Pictures.

Family Member List

The current patient is highlighted in red. To select a different family member, click on their name. To open a family member's Edit Patient Information window, double click their name.


Recall

This area lists all recalls due and scheduled for the patient. The columns that show can be customized in Display Fields, FamilyRecallGrid. Double click anywhere in the Recall area to edit recalls for a patient. See Recall Appointments.

Patient Information

A summary of patient information. Double click in the area to edit or enter information on the Edit Patient Information Window.


Patient Clones

This grid only shows when the selected patient has a patient clone. It lists the original patient and all associated clones.

Super Family

This grid only shows when the selected patient is part of a super family. It lists all super family members.

Insurance Plans

The Insurance Plans area displays all insurance currently attached to the patient as active coverage. An unlimited amount of plans can be attached (primary, secondary, tertiary, primary medical, secondary medical, etc.). Change the background color of Subscriber information in Definitions, Misc Colors. Double click on any plan to edit.

Double click a plan to see more details. Old insurance plans never get deleted and are always available here for reference.

Discount Plans

This grid shows when a discount plan has been attached to the patient. Double click on the plan to edit description, fee schedule, or adjustment type, or to drop the discount plan.