Add Family

Adding a new family is when all family members are new and need to be added to EZ2000 Plus Dental. 
- To add a single patient, click Add Pt on the Select Patient window.
- To add new family members to an existing patient's family, see the Family module instead.

To add a new family, on the Select Patient window click Add Many. 

Each family member is represented by the information column (last name, first name, gender/position, birthdate/age, insurance, providers).  The last three columns are designated for children. If there are more than five family members, add additional members in the Family module.  The Guarantor is the person who is financillay responsible for the account, and is usually the subscriber.  To reduce data entry, once you enter Guarantor information, it will often automatically populate for other family members.

Last Name/First Name: Once you enter the guarantor's last name, the same last name will automatically populate for other family members as you enter first names. However, if the family member has a different last name you can click in the field to edit. 

Birthday/Age:  Enter the birth date, and the age will automatically calculate when you leave the field.

Insurance 1, 2:  If you have entered Insurance Plan 1 and/or 2 information (see below), designate which plans apply to each family member.  Guarantor selections affect other family members.

Providers:  Select each patient's primary and secondary Provider. Guarantor selections affect other family members.

Address and Phone:  Enter the Zip Code, and the City and State fields will fill in automatically. To speed up data entry, click the dropdown to select from frequently used zip codes.

Address and Phone Notes:  These notes can be longer than 4 lines, but only the first 4 lines will show in the Family module without scrolling. They will also show in the Unscheduled list, Recall list, and Appointments module.

Referral Source/First Name: Enter information about a Referral.

Insurance 1/2: If the family is covered by insurance, enter the Insurance Plan information.  Subscriber, Subscriber ID and Carrier are required if you have selected an Insurance checkbox (1 or 2) for a family member.  Click the Subscriber dropdown to select subscriber name.  Click Pick From List to select a plan from the Insurance Plan List.  Add additional insurance plans in the Family module.

Once you leave this window, to change patient information go to the Family module.