Link Family Accounts

Selecting this option will link patient records to a main insured patient record, 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 (Dependent) 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 who is the main insured party.

  8. Click Save