Individual and/or Family View in Treatment

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When patients are grouped into a family, the view in Treatment, Invoices, Claims and Receipts tabs can be changed between Individual and Family view. 

View Whole Family

By default, the view is set to Family. This allows for treatment to be entered for all family members in one place, then to invoice/claim/receipt as one. 

  1. Go to Patient Records > Treatment tab

  2. Within Show data on, tick Whole Family

  3. All family members who have had treatment performed will show

  4. Use the drop list in the Member column to select the patient and enter new treatment

 

View Individual File

  1. Go to Patient Records > Treatment tab

  2. Patient: Select the relevant patient to view
  3. Within Show data on, remove tick from Whole Family

 

Individual and/or Family View in Invoices, Claims and Receipts

Default view mode in all patient records

 

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