Skip to main content

Manage patient relationships

You can record relationships between patients, individuals, and providers in order to link their records and make it easier to:

  • Switch between related records.
  • Lookup family, guardian, or emergency contact information.
  • Add an existing insurance policy from one person, to their child or spouse.
  • Check which provider is the primary or referring provider for a patient.
  • Identify the patient's preferred hygienist.

Administrators can configure new relationship types in Practice Settings.

Add a relationship​

  1. Search and open a patient, individual, or provider record
  2. If you're opening a patient or individual record: select Patient Management or Individual Management
  3. Select the Relationships tab
  4. In the search field, search and select the person's name with whom you'd like to record a relationship
  5. Choose a relationship type from the list
  6. Select Add Relationship
    • Adding a relationship automatically adds the inverse relationship to the other person's record.
    • For example, adding a parent to a child's record, also adds that child to the parent's record. You do not need to go to the parent's record and add another relationship for that child.

To remove a relationship select Red circle icon. to the right of the relationship

View existing relationships​

  1. Search and open a patient, individual, or provider record
  2. If you're opening a patient or individual record: select Patient Management or Individual Management
  3. Select the Relationships tab
    • You can also view a patient's relationships from the Info tab of the patient sidebar.