Pracsoft User Guide
Related Patients

Pracsoft can display the relationship between two patient records based on;

o      Payer

o      Chart No.

o      Medicare No

Defining Payer Relationships

1.      Locate the patient whose record you wish to edit.

2.      Within the Patient Details window, click  The Edit Patient Details window appears.

 

3.      Select the Payment Details tab.

4.      In the Payer Details section, select the Other (Payer) option. The Select Payer For window appears. Note that if this patient already has another patient selected as their payer and you select a different patient, click

 

5.      Select a patient to become the Payer for the current patient.

6.      Click OK button to confirm your selection.

Viewing Relationships

1.      Locate the patient whose record you wish to view relationships for.

2.      Within the Patient Details window, click  The Related Patients window appears.

 

3.      Select the type of relationship you wish to examine from the Relationship drop-down menu. Related patients will appear in the list. 

4.      (Optional) Pracsoft allows you to easily update selected fields in one or more related records. This is useful if you have imported records from another system and the relationships have been lost.

To update the fields, select the related patients from the list and check boxes corresponding to the fields you would like updated, and then click