Family Table – Reassigning the Family Head
You will use the Reassign Family Head icon at the top of the Family Table in order to reassign the Family Head. Tip: Point to any icon and a popup window will describe that icon!
The Family Head is the person who will receive the statement.
Note: Reassigning the Family Head is useful when the Family Head was entered only for insurance purposes and you would like to change the Family Head to the patient name.
- Click under the “Member” column to select the name of the family member that you would like to assign as the new Family Head.
- Click on the Reassign Family Head icon.
- You will be told “[Name] will be assigned as Family Head for all family members. Are you sure you want to reassign the Family Head?”. Click on Yes.
- The new Family Head name will now be at the top of the Family Table in the blue title bar. Tip: To refresh the Family Table, close it and open it again!