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 be a Family Member. 


  1. Go to Patients Records > Patient Details tab

  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

0 out of 0 found this helpful



Article is closed for comments.