Family Account For All Family Members
You already do this in Dentrix, so I do not understand why you would not make this a feature in all of your software, that ALL FAMILY MEMBERS can be link to each other without having the same guarantor. Any patient's over the age of 18 are legally their own guarantor but they should still be linked to a family account with their parents.
Ally
shared this idea
Why would this feature be useful? Is this specifically for insurance reasons? Or are there other reasons you’d like this feature to be implemented?
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Anonymous
commented
When a parent calls in, we would be able to see all of their accounts (finished or outstanding still) connected as a family. We would be able to send family statements, have updated insurance information for all family members, update billing addresses for all family members whether they are under 18 or not. Also, we like to know have many family members have come in to our office and this would help us to track that by linking them all together for our PR.
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Janette Whittington (Certified Trainer)
commented
We have the ability to link through the guarantor, which is how we link family members in our system (as mentioned above).
The issue comes for some offices when they go to print statements or receipts, it will show the guarantors information (statements print to the guarantor with the patient name below).
Seems like the way we link them is fine. Just a preference to "not show or include the guarantor information" is what is required.