Check the Unscheduled Family Members Associated with a Patient
The patient card makes it easy to manage a patient’s details all in one place.
Here is how to view the family members associated with a patient:
To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top of any page within the Adit platform.
Select the patient from the list of suggested matches, and their Patient Card will open on the right-hand side of your screen
You can view all the family members associated with that patient by clicking on the Patient Info tab on the main patient card.
Under Family File, you will see all the family details and their appointment status.
If you want to view only the family members who do not have any upcoming scheduled appointments, you can click on the activities tab, and look at Unsched Family Members
Click on Unscheduled Family Members, and a page will open showing only the family members without an appointment
Clicking on any of these names will redirect you to that patient’s card.
Related Articles
Check the Unscheduled Production for a Patient
The patient card makes it easy to manage a patient’s details all in one place. Here is how to see the unscheduled production for a patient: To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top of ...Check the Remaining Benefits of a Patient
The patient card makes it easy to manage a patient’s details all in one place. Here is how to see the remaining benefits of your patient: To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top of any ...How to Book Multiple Appointments For a Family in Online Scheduling
With Adit, managing family appointments is simple. This article walks through what patients will experience when booking an appointment online for their family members. How To Book a Family Appointment 1. Navigate to the booking link 2. Choose Who ...Check a Patient's Outstanding Balance from the EHR
The patient card makes it easy to manage a patient’s details all in one place. Here is how to see a patient's outstanding balance from the EHR: To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top ...How to Create Patient Lists
Patient lists are a really helpful and versatile way to target specific patient groups in your book of business. Using our filters, there are endless possibilities for targeted email campaigns, patient communications, collections, insurance, ...