Relationship | You can use open menu in the Relationships section to add, modify, hide, or delete relationship information. You can also create a support role from the menu.
Note: A relationship cannot be deleted if the person is the guarantor on one or more encounters for the patient in any practice.
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Contact | You can select open folder in the Contact section to add or modify contact information. The person entered as a contact for the patient also appears in the Relationships section of this tab.
Note: If the contact person has insurance, their insurance becomes available for use on the patient’s encounters unless a relationship of Other or Unknown is used.
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Guarantor | You can select open folder in the Guarantor section to add or modify guarantor information. The person entered as the guarantor for the patient also appears in the Relationships section. The guarantor defaults onto all future encounters created for the patient. |
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Head of Household | You can select open folder in the Head of Household section to add or modify head of household information. The person entered as the head of household for the patient also appears in the Relationships section of this tab. The head of household defaults onto all future encounters created for the patient. |
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Support Role | After you add a relationship to the patient's profile, then you can add a support role. Select the open menu button in the Relationships section and then select Create Support Role. |
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