The Family Module is where basic patient and insurance information is entered and organized.
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Clones: Only visible when Patient Clones is turned on.
Super Family: Only visible when Super Families is turned on.
Add Insurance: Attach an insurance plan or view all insurance plans for the family.
Discount Plan: Click the main button to add Discount Plans. Click the dropdown to drop a discount plan.
The current patient is highlighted in red. To select a different family member, click on their name. To open a family member's Edit Patient Information window, double-click their name.
This area lists all recalls due and scheduled for the patient. The columns that show can be customized in Display Fields, FamilyRecallGrid. Double-click anywhere in the Recall area to edit recalls for a patient. See Recall Appointments.
A summary of patient information. Double-click in the area to edit or enter information on the Edit Patient Information Window.
This grid only shows when the selected patient has a patient clone. It lists the original patient and all associated clones.
This grid only shows when the selected patient is part of a super family. It lists all super family members.
The Insurance Plans area displays all insurance currently attached to the patient as active coverage. A nearly unlimited amount of plans can be attached (primary, secondary, tertiary, primary medical, secondary medical, etc.). Change the background color of Subscriber information in Definitions, Misc Colors. Double-click onto any plan to edit. Double-click onto the history grid to open Insurance History.
Double-click a plan to see more details. Dropped insurance plans never get deleted and are always available here for reference.
This grid shows when a discount plan has been attached to the patient. Double-click on the plan to edit description, fee schedule, or adjustment type, or to drop the discount plan.