Add a Head of Household - Relations/Roles Tab
- Open the Patient Information window for the desired patient.
- Select the Relations/Roles tab.
- In the Head of Household section, select the Open Record
button.
The Head of Household Lookup window appears. - Do one of the following:
- If the patient is the head of household, select Self.
The patient displays in the Head of Household section of the Relations/Roles tab.- If someone other than the patient is the head of household, enter the desired Search Criteria to find the head of household.
- Select Find.
All persons and patients that match the search criteria entered display in the Matching Records list.
If no records are found, the following prompt appears: No records were found!
- Do one of the following:
- From the Matching Records list, double-click to select the head of household.
- Select New to add a person record for the head of household.
The Modify Head of Household Information window appears. - Enter and update information for the head of household as needed.
- In the Relationship field, select the head of household's relationship to the patient. This field is required.
Note: Items available for selection are from the Relationships code table in File Maintenance.
- To save changes and close the window, select OK.
The head of household displays in the Head of Household and Relationship sections of the Relations/Roles tab, and the Head of Household section of the UDS tab.
If head of household information was added for a patient that does not yet have a chart, the following prompt appears: Relations Role Tab data will not be saved unless you create a chart. Create chart and continue?
- Do one of the following:
- To save all information entered, including Head of Household information on the Relations/Roles and UDS tabs, and create a chart for the patient, select Yes.
- To save all information entered, except Head of Household information on the Relations/Roles and UDS tabs, without creating a chart for the patient, select No.
- To return to the Patient Information window, select Cancel.
Note: A Head of Household can also be added from the UDS tab on the Patient Information window, and from the Patient Information tab, Relationship/Contact/Guar sub-tab in the Patient Chart.