Add a New Family Member

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.

1. Patient Records > Patient details

2. Click the Find icon  (or Ctrl + F)

   1. Enter the name of the existing patient (head) you wish to link the new patient (member) to

      1. Click Find

   2. Highlight the correct patient listed below the search fields

   3. Click OK

3. Next, Click the New Member icon 

   1. Enter the new patient’s details in empty fields of the newly created file

 The newly created patient will now have a Status of Family Member

 In Appointment book

Use this method if the new patient requires an appointment at time of creation.

1. Go to the Appointment Book

2. Right click in time slot where you wish to insert the appointment

3. Select Insert new… > Appointment for patient…

   1. Go to the Enter new patient tab 

   2. Tick the Member of family
      

      

      1. Enter the name of the existing patient you wish to link the new patient to

      2. Click Find

      3. Highlight the correct existing patient name below the search fields

      4. Click OK

   3. Enter the details of the new patient (member)

   4. Click OK
      

      

After creating the appointment, the new patient has a file saved to the database as a family member alongside the existing patient’s file.