Add/Edit Related Party Screen Navigation

Why This Matters?

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.

• Start on the Add/Edit Related Party screen.

• For navigation, see Debtor Add/Edit Related Party Screen Navigation.
  
  

Sections

• Classification
• Related Party Details
• Validity Period and Notes
• Action Buttons
  
  

Classification

• Relationship: Association between the individual and the related party.
  • Next of Kin: Primary family member or legal relative.
  • Guarantor: Person who legally assumes financial liability if you default.
  • Power of Attorney: Legally authorized representative for financial, medical, or legal decisions.
  • Caregiver: Person providing daily physical or medical assistance.
  • Guardian: Court-appointed legal representative.
  • Emergency: Contact to notify immediately in urgent situations.
  • Other: Any relationship category not listed above.
    
    

Related Party Details

• Name: First name of related party contact.
• Surname: Surname of contact.
• Initials: Initials of contact.
• ID No.: ID number of contact.
• Gender: Gender of contact.
  • Unknown: Gender of the contact is not specified.
  • Male: Contact identifies as male.
  • Female: Contact identifies as female.
    
    

Validity Period and Notes

• Start Date: Date when the related party's contact details became active.
• End Date: Date the related party's contact details were deactivated or replaced.
• Note: Additional context or comments.
  
  

Action Buttons

• Open Address List: Open the Add/Edit Address screen to view, add, or update the related party's address. For details, see Debtor Add/Edit Address Screen Navigation.
• Open Contact Point List: Open the Add/Edit Contact Point screen to view, add, or update the related party's contact details. For details, see Debtor Add/Edit Contact Point Screen Navigation.