Use the Family Records feature to review and assign family relationships among your patients, responsible parties and non-patient members (i.e. Siblings) of your practice.
Click 
New on the ViewPoint toolbar and select the New Family option. (Or, press Ctrl+N on your keyboard.) You can now review existing family records, as well as create new records.
You can also open individual family records by clicking Reassign family on the Family tab of the patient folder. However, this opens only one family at a time, rather than showing you your list of family records. See "Patient Folder Family Tab" for details.
Choose record to work with - Use the scrollbar at the side of the Existing Families list, or click the dropdown button at the bottom of the window to choose an existing record to work with.
Create new family - Click New. Then enter the family name and street address. You can then reassign patients to this family from the Family tab of the patient folder. See "Patient Folder Family Tab" for details.
Review family members - Select the family record to work with. Then note the Patient Members and Non-Patient Members lists. Non-patient members are those with sibling records associated with one of the related patient folders. If you want to move a patient from one family to another, you must use the Reassign family button from the Family tab of the patient folder. See "Patient Folder Family Tab" for details.
Edit family name / address - Select the family record to work with, then edit the Family Name and Family Address as needed. The family name and address fields are shared by all patients assigned to this family. If you change one of these fields (for example, to correct a spelling error), the fields on all associated patient folder Family tabs are updated as well. If a patient is assigned to the wrong family, do not change the family name field. Instead, use the Reassign Family button from the Family tab of the patient folder.
Delete family record - Select the family record to work with, then click Delete. You cannot delete a family record that has any members assigned to it.
Save your changes - Click Ok to save any changes you have made to family assignments. When you reassign a patient, you have the opportunity to change the family assignment of all related patients, too. Note that even if you click Cancel to exit Family Records, any editing changes you made to a family name or address are saved.
Reassign patient's family - If a patient is assigned to the wrong family, click Reassign Family. Then use Fast Find to locate the correct family. If needed, you can click New to create a new family record. See "Patient Folder Family Tab" for details
Schedule near family appointments - When you schedule appointments with Explore, you can view family member appointments, to help you schedule families more conveniently.
New patient family assignment - Patients are assigned to a family as you create the patient folder. If needed, you can edit and reassign the patient later, from the Family tab of the patient folder.
Automatic assignment - If the patient last name and street address match an existing family name, the patient is added to that family automatically.
Select from list / create new family - You select from a list of families if either the patient last name or street address matches a family record, but both fields do not match. You also select from a list if the patient name and address match multiple family records. In both of these cases, you can also click Cancel to create a new family based on the patient name and address.
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