Why Use This Function:

Recording Related Party information allows a medical practice to capture the details of individuals who play an important role in a Patient’s care or financial responsibility. This may include a spouse, parent, guardian, caregiver, or legal representative who is closely connected to the Debtor and/or Patient.

Having this information readily available is particularly valuable in situations where the Patient cannot communicate for themselves, such as during medical emergencies, treatment decisions, or when consent is required. It ensures that staff know exactly who to contact, reducing delays and avoiding uncertainty at critical moments.

From an administrative and billing perspective, Related Party details help Practices manage communication more effectively with the correct person. This is especially important when the Debtor is not the patient, or when another individual is responsible for accounts, authorisations, or follow-up queries. Clear records prevent misunderstandings, minimise back-and-forth communication, and support smoother account management.

By allowing Related Party information to be added and updated as circumstances change, the Practice maintains accurate, up-to-date records that support continuity of care, legal compliance, and respectful patient engagement. Ultimately, this feature helps ensure that both clinical and administrative interactions are handled efficiently, appropriately, and with the Patient’s best interests in mind.

• This user manual will start on the Add/Edit Related Party screen.

• For more information on how to navigate to the Add/Edit Related Party screen, please refer to the user manual: Debtor Edit - Add Related Party Screen: Navigation and Use.

• An explanation will be given for the options available:

• Click on the Relationship drop-down menu and Select the desired option.

• Related Person: Displays the identifier or reference number of the related person linked to the Patient.

• Click on the desired field to Edit the relevant information.

• Name: First name of the related person.
• Surname: Surname of the related person.
• Initials: Initials of the related person.
• ID No: Identification number of the related person.

• Click on the Gender drop-down menu and Select the desired option.

• Click on the Start or End Date fields to open the Date Picker.
  

• From here, you can Select the date from which this Relationship will be active, or no longer active, for use within the system.

• Click on the Note field to enter any additional information relevant to this relationship.

• Click on the Open Address List button. 

• The Add/Edit Address screen will open. 

• For more information regarding the Add/Edit Address screen, please refer to the user manual: Add/Edit Address Screen.

• Click on the Open Contact Point List button.
  

• The Add/Edit Contact Point screen will open.

• For more information regarding the Add/Edit Contact Point screen, please refer to the user manual: Add/Edit Contact Point.

• Click on the Save button to finalise any changes made.