NextGen Knowledge Center

Reviewing and Editing Relationship Roles

You can view and edit the patient's relationship, contact, support role, and guarantor information on the Relations/Roles tab.

The following table describes reviewing and editing relationship roles in Relationship/Contact/Guar under Patient Information:

SectionTo add or modify information...
RelationshipYou can use open menu Open Menu icon in the Relationships section to add, modify, hide, or delete relationship information. You can also create a support role from the menu.
ContactYou can select open folder Open Folder icon 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.
GuarantorYou can select open folder Open Folder icon 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.
Head of HouseholdYou can select open folder Open Folder icon 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.
Support RoleAfter 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.