Change from Family Head of one Family to Head of Another


Scenario: Tom 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. 

  1. Go to Patients Records > Patient Details tab

  2. Find the Family Head file  mceclip6.png

  3. Change the Status from Family Head to Family Member

    1. Select the new Family Head

    2. Click OK

  4. Change the Status from Family Member to Family Head

    1. Click Clear

    2. Find the new/correct family

    3. Ensure the correct family is listed

    4. Click OK

      1. Click Yes to make this person responsible for Recalls, Invoices, Queries and Appointment reminders for others in the family. Click No to keep their current settings.


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