Family

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Family

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.
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Last modified 2mo ago

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Contents

Create Relation

Update Relation

Delete Relation