You can add additional members to any family. When you add new members, they will each have their own patient record; however, it will be attached to the other members of the family in their Family File.
Watch this video to learn how to add a family member to a family record. (Duration 0:20)
Additional Tips
- When you add a new family member, Dentrix automatically copies the head of household’s last name, provider, home phone number, and address to the new family member’s record. You can customize this information as needed.
- If you’ve set up insurance coverage for the head of household, when you add a new family member Dentrix automatically assigns the head of household’s insurance coverage to the new family member as a dependent.
- Dentrix uses the patient’s birthdate to determine whether the patient should have primary or permanent dentition.
- To learn more about adding a family member to a family record, read Adding Family Members in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - Use the following information to add a new family member to Mark Taylor’s family:
- Name: Abbi Taylor
- Status: Patient, female, child
- Birthdate: 09/13/2010
- Provider 1: Brenda Childs (PEDO)