You can link multiple patient records into a group, with the shared balance statistics, the most common use case - create a family group. The Family section is located under the Discounts in the Patient Profile.
Dentaltap - Patients Family Focus

Create Relation

Click on the New Relation button to create a relation. In the opened window fill out the details and click on the Create Relation button to confirm.
Dentaltap - Create Relation Form

Required fields:

  • Patient - a link to patient profile to set up the relation.

Optional fields:

  • You can specify a relation between those two patients. For example, patient A - parent, patient B - child.

Update Relation

Once you added a relation, you can click on it to open the details. You can modify all the relation fields listed in the section above Create Relation

Delete Relation

Dentaltap - Patients Relations More Button Focus
  • Click on the More Actions button ••• next to the relation label;
  • Click on the Delete option and confirm deletion in the opened window.