Family Accounts

Link Family Accounts

Selecting this option will link patients to a master family account which will allow for family statements to be delivered instead of multiple single statements. 

Follow the steps below to link family accounts.

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

  3. Select the Patient.

  4. Click the Insurance Info tab.

  5. Click the Link to Family button.

  6. Use the Search field to search through your patients. 

  7. Select the Patient from the list.

  8. Click Save

Unlink Family Accounts

Follow the steps below to Unlink family accounts.

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients.

    Place a check in the box to "Include inactive patients" to include inactive patients in your search results.

  3. Select the Patient.

  4. Click the Insurance Info tab.

  5. Click the Unlink from [Patient] button.

  6. Select if you want to:

    1. Retain as active insurance.

    2. Archive into insurance history.

    3. Remove without archiving.

  7. Click Unlink, then click Save.