In this article, you will learn how to link family members together. To link 2 or more patients, such as siblings, the first step is to decide which patient will serve as the head of the family. Though each practice’s workflow is different, in most pediatric offices the youngest patient will typically serve as the head of the family since they will be with the practice the longest.
Head of the Family
Once the Head of the Family is decided, you will need to assign them as such by completing following steps:
1. Login to iCoreRx and select the Patient you need as the Head of the Family.
2. From the Patient Summary, select the Edit button in the Demographics module.
3. Then select Contact
4. Enter the Patient’s address and contact information.
5. Select the Stats tab.
6. Select the drop-down menu at Family Relationship and select Self.
7. Select Save.
Link Family Members
You can now attach non-head patients (family members) to the Head of the Family by completing the following steps:
1. Select the Non-Head Patient you would like to link to the assigned Head of the Family.
2. From the Patient Summary, select the Edit button in the Demographics module.
3. Then select the Contact tab.
4. Select the drop-down menu at Linked Patient Address.
5. Search and select the Head of Family’s name.
7. Select Save.
| NOTE: |
|---|
| The home address for the non-head of family patient(s) will no longer be editable. The home address can only be edited in the Head of Family’s patient summary |
8. Select the Patient you are linking to the Head of the Family.
9. From the Patient Summary, select the Edit button in the Demographics module.
10. Select the Stats tab.
11. Select the drop-down menu at Family Relationship and select either Spouse, Child, Sibling, or Other.
12. Select the drop-down menu at of, search and select the Head of Family’s name.
13. Select Save.
| NOTE: |
|---|
| The non-head patient’s Family Relationship cannot be Self or Unassign |
Family Relationship
1. To see the Family Relationship, go to the Patient Summary.
2. Select the Family Members module.
