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Keep a family on one folder

Open a family folder for a patient and add their spouse or children, so one family card covers them all.

Where
Practice portal
Who can do this
Administrator, Doctor, Midwife, Nurse, Reception and Staff

Many practices give a family one card, with a principal and the people who share it. A family folder in RizCare matches that card. Each person keeps their own record and folder number.

Before you start

Everyone who goes on the folder must already be registered. Family folders must be on in Settings > Practice details.

Steps

  1. Open the chart of the person the card belongs to.
  2. Under Family folder, choose Open a family folder.
  3. Type the number from the card in Family number, and add Name on the folder and Card valid to if the card has them.
  4. Under Place on the card, choose Principal.
The Open a family folder form with a family number typed in and Principal chosen.
The Open a family folder form with a family number typed in and Principal chosen. Demonstration using fictional patient records.
  1. Choose Open the folder.
  2. Choose Add a family member.
  3. Find the family member in Find a registered patient by name, folder number or phone, and choose them.
  4. Choose their Place on the card: Spouse, Child or Other.
Add a family member to folder F/0344, with Tomiwa Ogunbiyi found by folder number and Child chosen.
Add a family member to folder F/0344, with Tomiwa Ogunbiyi found by folder number and Child chosen. Demonstration using fictional patient records.
  1. Choose Add with their name, for example Add Tomiwa Ogunbiyi to this card.

What to expect

The family is listed under Family folder on the chart of everyone on the card, with each person's place and folder number.

The Family folder panel on Ngozi Okonkwo's chart, listing her as Principal and Tomiwa Ogunbiyi as Child.
The Family folder panel on Ngozi Okonkwo's chart, listing her as Principal and Tomiwa Ogunbiyi as Child. Demonstration using fictional patient records.

Use Change this folder to take somebody off the card. Their own record, visits and bills stay as they are.

  • Register a new patientAdd a new patient with their folder number, date of birth and contact details, and open their chart.
  • Open a patient's chartRead a patient's chart, with their allergies, problem list, latest signed note and every past visit.
  • Find a patientFind a patient by name, folder number or phone, from the patient list or from the search at the top of every screen.

Still stuck? Email support@riz.care and say which screen you are on.