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4.2.7 Patient Families

A: Creating a Family

B: Adding a Patient to a Family

C: Adding a Guarantor to a Patient


 

A: Creating a Family

To set up Guarantors or to set up a Family Insurance Plan.

 

  • 1. Click the Scheduling icon in the ICE Dental menu bar.
  • 2. From the Scheduling menu bar, click Patient and point to Family. Click Create.

  • 3. In the Create Family dialog box, click to type a Family Name. (The Active checkbox will already be selected.)

  • 4. Click Add New Member.
  • 5. A Search Patient dialog box will appear. To find patients that belong to the family, click to type a search term in any of the text boxes (Patient Code, Patient Name…) and then click Search. Alternatively, click Show All and then click to type a Filter on Patient Name. (There is also an option to create a New Patient with a click.)

  • 6. Click to choose a patient from the list, and then click Select.
  • 7. The new family member will now be listed in the Create Family dialog box. Click the Relationships column drop-down list and then click to choose the person’s role in the new family.

  • 8. Click Save.
  • 9. Repeat steps 4 – 8 for each additional family member.

 



 

B: Adding a Patient to a Family

 

  • 1. Click the Scheduling icon in the ICE Dental menu bar.
  • 2. From the Scheduling menu bar, click Patient and point to Family. Click View.

  • 3. A list of families will appear in the View Family Detail dialog box. To filter through the list, click to type a search term in either the Family Name or Family Members text box.

  • 4. Click the edit icon under the Actions column for the family you wish to edit.
  • 5. Click Add New Member in the Edit Family dialog box.
  • 6. A Search Patient dialog box will appear. To find patients that belong to the family, click to type a search term in any of the text boxes (Patient Code, Patient Name…) and then click Search. Alternatively, click Show All and then click to type a Filter on Patient Name. (There is also an option to create a New Patient with a click.)

  • 7. Click to choose a patient from the list, and then click Select.
  • 8. In the Edit Family dialog box, the new family member will be listed. Click the Relationships column drop-down list and then click to choose the person’s role in the new family.

  • 9. Click Save.
  • 10. Repeat Steps 5 – 9 for each additional family member.

 



 

C: Adding a Guarantor to a Patient

 

Create a Family (as outlined above in section A) before adding Guarantors.

  • 1. Click the Scheduling icon  in the ICE Dental menu bar.
  • 2. Click to type a name in the Patient Search text box at the right of the Scheduling menu and then click to choose the patient. Move ahead to Step 5.  Also note that clicking the patient icon  at the right of the Patient Search text box will display a list of the 5 previous patients.  Again, click to choose a patient and move ahead to Step 5Alternatively, click the Search Patients tab in the Scheduling menu and move on to Step 3.

  • 3. A View Patient dialog box will appear. To find a particular patient click to type a search term in any of the text boxes (Patient Code, Patient Name…) and then click Search. Alternatively, click Show All and then click to type a Filter on Patient Name. (There is also an option to create a New Patient with a click.)

  • 4. Click to choose a patient from the list of patients and then click Select.
  • 5. Click the Family tab in the Patient Registration dialog box to see the list of family members.

  • 6. Select the Guarantor checkboxes for any family members that will act as guarantors for the patient and then click Save.
  • 7. If the family member to be a guarantor is not listed, click the edit icon  under the Action column of the Families table (to the right). An Edit Family dialog box will appear. Please follow the instructions from section B (above) Adding a Patient to a Family.  If the family member to be a guarantor has not been registered, there is an option to Create a New Family Member (clicking this button will display a new Patient Registration dialog box).