Set Up Relationship Table

Use the Relationship table to maintain your list of relationships between patients and responsible parties. In addition to using the list for your own reference, it is used for submitting insurance claims.

 

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How to Get Here

• ViewPoint main menu > System Tables > Family / Insurance > Relationship.

   

  

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Choose Your Settings

Add a description - Click in a blank field at the bottom of the table and type your description.

 

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• Edit descriptions - Click in the field you want to modify and type your changes, or cut, copy and paste text as needed.

• Delete descriptions - Select the record to work with, then press Delete on your keyboard. If the record is linked to patient folders, you can reassign them if needed, or use Clear Links to erase the response in the patient folder as well as removing it from the table.

• Save your changes - ClickCloseto save the changes you have made and close the editing window.

• Set Up Insurance
  • Activate Electronic Insurance
  • Insurance Code Table
  • Insurance Company Table
  • Relationship Table

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