This is a quick way to add multiple patients for one family all together.

In Select Patient, click Add Many.

Each family member is represented by an information column (last name, first name, gender/position, birthdate/age etc). The last three columns are designated for children. If there are more than five family members, add additional members in the Family Module. The guarantor is the person who is responsible for the account. To reduce data entry, some guarantor information will automatically populate for other family members.

If a patient added from this window matches a patient that already exists in the database, a popup warning will display asking if you would like to continue. This validation is done by checking first name, last name, and date of birth.

Fields in this window match most fields in the Edit Patient Information. Below are details specific to this window:

• Last Name/First Name: Once you enter the guarantor's last name, the same last name will automatically populate for other family members as you enter first names.
• Insurance 1, 2: If you have entered Insurance Plan 1 and/or 2 information (see below), indicate which plans apply to each family member. Guarantor selections affect other family members.
• Providers: Select each patient's primary and secondary provider. Guarantor selections affect other family members.
• Email Address: Enter an email address for each patient. When the Autofill patient's email with the guarantor's when adding many new patients preference is enabled, entering the guarantor's email address will enter the email for all family members.
• Wireless Phone: Enter mobile phone number. Affects all family members but can be changed individually.
• Text OK: Indicate if patient can receive text messages. Affects all family members but can be changed individually.
• Billing Type: Choose a billing type from the dropdown. Affects all family members but can be changed individually.
• Referred From: Enter a referral for the family. Referrer will be listed for each family member.
• Comm: Enter a Commlog that will show in each family member's progress notes.
• Insurance 1/2: If the family is covered by insurance, enter plan information. There are two options:
  • Click Pick from List to select the plan from the Insurance Plans.
  • If it is a brand new plan, enter the initial plan information. Subscriber, Subscriber ID and Carrier are required if you have selected an Insurance checkbox (1 or 2) for a family member. Click the Subscriber dropdown to select subscriber name. Add additional insurance information in the Family module.
  Note: To enter initial plan information from here, the logged in user must have the Insurance Plan Edit permission. If they do not, they can only Pick From List.