Help : Relationships

To add a relationship (e.g. parent-child, spouse, emergency contact) between a patient and another person, click on the plus icon in the upper right-hand corner of the Relationships block. Designate the type of relationship, then search for the corresponding patient using the search bar provided. Or, click "select NON-PATIENT" to type in the name of someone who is not in the system. Enter details about the relationship, if desired, in the notes block. You are strongly encouraged to enter details whenever adding a relationship to a non-patient.

Adding a relationship with another patient is reciprocal – a corresponding relationship shows up on the other patient's dashboard page, linking the two records via the Relationships block.

Right-clicking on an existing relationship will give you the option to edit or delete that relationship.