HomePractice ManagementPatient Set Up and ManagementAdding a Guardian

Patient Set Up and Management

Adding a Guardian

To add a guardian to a patient's demographics:

Click on Persons and Institutions | Patients
Select the patient from the Patients tab.
Click on Options at the bottom of the page
Hover over Guardians and click Add Guardian 1
The EHR will create a Guardian 1 tab where the desired information can be entered

The options Delete Guardian 1 and Add Guardian 2 are available when hovering over Guardians as shown above in step 4.

Persons & Institutions | Patients | Insurance Tab Adding a Guardian Adding a Patient Picture Contacts on Patients Info Create a New Patient Gender Identity Guarantors Patient Demographics Overview Patient Information Overview Patient Notifications Patient Types Persons & Institutions | Patients Care Teams Overview Chart Segmentation Reference Data | Programs