Family Relationships

In the Edit Patient Information, there is a box to indicate family relationships and guardians. This is not a commonly used setting, however a relationship may determine who is considered an Authorized Representatives in the patient portal.

Add: Add a family relationship.

Defaults: When clicked, the following occurs:

Manually Add a Relationship

Manually entered relationships do not automatically copy to other family members.

  1. Click Add.

    Patient: The patient record currently selected.

  2. Family Member: Click [...] to pick a family member. You can select from immediate family members, or click Other to select another patient.
  3. Guardian: Check this box designate the family member as the patient's guardian. The family member will have access to the patient's health information in the Patient Portal Feature. The relationship will also show in the appointment and in the Family Module, Patient Information area (first name, relationship abbreviation). For appointments, guardians must be set to show in the appointment view. For Patient Information, add the Guardians field to the list of fields showing in Display Fields, PatientInformation.
  4. Relationship: Click the dropdown to select the family member's relationship to the patient.
    • Brother (br)
    • Caregiver (cg)
    • Child (c)
    • Father (d)
    • Foster Child (fc)
    • Friend (f)
    • Grandchild (gc)
    • Grandfather (gf)
    • Grandmother (gm)
    • Grandparent (gp)
    • Guardian (g)
    • Life Partner (lp)
    • Mother (m)
    • Other (o)
    • Parent (p)
    • Self (se)
    • Sibling (sb)
    • Sister (ss)
    • Sitter (s)
    • Spouse (sp)
    • Stepchild (sc)
    • Stepfather (sf)
    • Stepmother (sm)
  5. Click OK to save.

About Family Relationships

The family relationships feature was enhanced in version 14.1 due to EHR certification requirements for immunizations and in response to a feature request for more relationship options. Family relationships are mostly for information only. However if a person is set as a Guardian, this also gives the guardian access to the patient's health information in the Patient Portal.

Defaults: This button was originally used for insurance reasons, but has been enhanced for EHR.