ADMINISTRATION - Alter Patient - Family Folders

family folders allow you to group patients together into one folder the most common use is to group family members together family folder creation select a patient using the alter patient button, or create a new patient using the new patient button in the general view, folder field, enter a folder name select the family view from the segment bar menu left click the family head checkbox, if appropriate press ok to save the information and close the window patient addition to folder select a patient using the alter patient icon in the general view, folder field, enter an existing folder name if desired, enter the relationship to the family in the relationship field in the family view press ok , and repeat the procedure as necessary with other patients new patient addition to folder go to patient/build family a select patient window will appear left click the name radio button, and enter the existing patient on whom you want to base the new patient in the name field press search select the patient and press ok the new family member window will appear last name , address , home phone number and folder name will pre populate from the original family member’s information complete the patient’s registration press ok family folder modification you can first alter a folder member’s information (typically the family head) and then easily apply the changes to the other members in the folder click the alter patient button and search for a folder member (typically the family head) press ok in the alter patient window, make the required changes and press ok to save the changes and close the window from the main menu, select patient/modify folder a select patient window will appear select the folder member’s name whose information you previously altered press ok the modify folder window will appear select the field(s) you want to have changed for the remaining folder members seen in the members to modify panel tip press and hold the \[ctrl] button to select multiple field lines press the add field button to move your selected fields to the fields to change panel if this update is to affect all the folder members, press the modify button if the update will not apply to all folder members, select the member(s) and press the remove member button this will remove them from this modify list (not the folder) appointment booking for folder members in the work centre/appointments view, double click on an empty appointment slot book an appointment for a member in the folder left click in the meeting checkbox to signify more than one person is attending this appointment in the meeting tab, select the add family button a dialogue window will appear confirming if you want to add all family members to the meeting press yes in the appointment tab, enter the meeting appointment type in the type field, if desired, and press ok