Family Module

The Family Module is where basic patient and insurance information is entered and organized.

See our Family Module Playlist.

Family Toolbar

Family Members

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.

Patient Picture & Family Member List

If an image exists in the designated patient picture folder of the Images Module, the most recent picture is displayed at the top left. See Patient Pictures.

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.

Note: Patients manually set to Archived show in this list. Patients set to Archived due to a merge do not show unless the merged patient is aready selected


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.

Patient Information

A summary of patient information. Double-click in the area to edit or enter information on the Edit Patient Information Window.

Patient Clones

This grid only shows when the selected patient has a Patient Clone. It lists the original patient and all associated clones.

Super Family

This grid only shows when the selected patient is part of a Super Family. It lists all super family members.

Insurance Plans

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.

To view all plans associated with a family, click the Add Insurance dropdown menu, then click Plans for Family.

Double-click a plan to see more details. Dropped insurance plans never get deleted and are always available here for reference.

Discount Plans

This grid shows when a Discount Plan Subscriber Edit has been attached to the patient. Double-click on the plan to edit the Plan Note and Subscriber Information, or change or drop the plan. See Discount Plans.