---
title: ADMINISTRATION - Alter Patient - Family Folders
slug: portal-sub/administration-alter-patient-family-folders
docTags: 
createdAt: 2026-03-04T12:03:18.828Z
---

Family Folders allow you to group patients together into one folder. The most common use is to group family members together.

### Family Folder Creation

1. Select a patient using the **Alter Patient** button, or create a new patient using the **New Patient** button.
2. In the **General** view, **Folder** field, enter a folder name.

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3. Select the **Family** view from the segment bar menu.

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4. Left-click the **Family Head** checkbox, if appropriate.
5. Press **OK** to save the information and close the window.

### Patient Addition to Folder

1. Select a patient using the **Alter Patient** icon.
2. In the **General** view, **Folder** field, enter an existing folder name.
3. If desired, enter the relationship to the family in the **Relationship** field in the **Family** view.
4. Press **OK**, and repeat the procedure as necessary with other patients.

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### New Patient Addition to Folder

1. Go to **Patient/Build Family**. A Select Patient window will appear.
2. Left-click the **Name** radio button, and enter the existing patient on whom you want to base the new patient in the **Name** field.
3. Press **Search**.

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4. Select the patient and press **OK**.
5. 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**.

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### 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.

1. Click the **Alter Patient** button and search for a folder member (typically the Family Head). Press **OK**.
2. In the Alter Patient window, make the required changes and press **OK** to save the changes and close the window.
3. 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.

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4. Select the field(s) you want to have changed for the remaining folder members seen in the **Members to Modify** panel.

:::hint{type="info"}
**Tip**

Press and hold the \[Ctrl] button to select multiple field lines
:::

5. Press the **Add field** button to move your selected fields to the **Fields to Change** panel.

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6. 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).

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### Appointment Booking for Folder Members

1. In the **Work Centre/Appointments** view, double-click on an empty appointment slot.
2. Book an appointment for a member in the folder.
3. Left-click in the **Meeting** checkbox to signify more than one person is attending this appointment.

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4. 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**.

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5. In the **Appointment** tab, enter the Meeting appointment type in the **Type** field, if desired, and press **OK**.