Adding family members

If you want to add a family member of a patient, you can save time by copying the patient’s last name, address, home phone number, primary service provider, and default location.

Steps

1. Search for the patient whose information you want to copy to add a family member. See Searching for patients.
2. In the search results, click the patient name, and on your keyboard, press F9. The Patient Maintenance window opens.
3. From the Patient Maintenance menu, choose File > Copy Patient. A new patient is created for the family member with the with the same last name, address, home phone number, primary service provider, and default location as the patient you copied.
4. Continue adding patient information for the family member. See Adding a new patient.