NextGen Knowledge Center

Change a Head of Household - UDS Tab

  1. Open the Patient Information window for the desired patient.
  2. Select the UDS tab.
    The Head of Household section displays the current head of household.
  3. Select the Open Record button, and select one of the following:
    • To change the head of household to the patient, select Self.

      The patient displays in the Head of Household section of the UDS tab.

    • To change the head of household to someone other than the patient, select New.

      The Head of Household Lookup window appears.

  4. Enter the desired Search Criteria to find the head of household.
  5. 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!

  6. 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.
  7. Enter and update information for the head of household as needed.
  8. In the Relationship field, select the head of household's relationship to the patient. This field is required.
  9. To save changes and close the window, select OK.