Viewing Patient/Person Relationships

Person or Patient records that already exist in the system can be associated to each other. For example, spouses, children or guardians can be linked to a Patient account for various purposes. Patients/Persons associated to the current patient appear listed in the Relationships dialog in the Demographics module.

Persons/Patients are linked to a Patient by listing the Person/Patient as an Emergency Contact on the Demographics screen or by using the Add function on the Relationships dialog in the Demographics module.

Viewing a Patient's Relationships

1. Open the Demographics module.
2. Select a Person/Patient record. Click here to learn how.
3. From the Sheet BarSheet Bar, select Relationships. The Relationships dialogRelationships dialog displays all Persons or Patients associated in the system to this Person or Patient.

   

   

4. To view Relationships of one of the Persons/Patients listed in the dialog, select the Person/Patient and click Go to Account. The Relationships dialog appears and lists any Relationships added for the Person/Patient you selected.

Adding or Deleting a Relationship to/from a Patient Record

1. Open the Demographics module.
2. Select a Person/Patient record. Click here to learn how.
3. From the Sheet BarSheet Bar, select Relationships. The Relationships dialogRelationships dialog displays all Persons or Patients associated in the system to this Person or Patient.

   

   

4. Click Add. The Person - Patient Selection dialog appears. Select or create a patient/person record to associate to the current patient.
5. The Relationship Chooser dialogRelationship Chooser dialog appears.

   

6. Select the appropriate relationship from the list. Or select a radio button to search by Name, Quick Code or Either Name or Quick Code.
7. Click OK. The Person/Patient selected now appears as a Relationship of the current patient.

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