Add a New Guardian


A parent/guardian/carer responsible for a child account (usually a person who is NOT a patient) can be added to the system.

  1. Go to Patient Records > Patients tab

  2. Find/View menu > Guardians List

  3. Click Add New

  4. Enter the details

  5. Click mceclip1.png to assign communication methods for Recalls or Invoices

  6. Select the communication method and click OK

  7. Click OK to save the Guardian

  8. The patient's Invoices, Recalls and/or Queries can be set to the Guardian

  9. Select Guardian from first drop down menu, then which guardian from second drop down menu

Add a New Third Party

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