Updating Patient Relationships

Ascend cademic identifies related patients as either a contact person or a guarantor. And each patient (or non-patient) is a separate entity. However, you can connect them to each other, but only loosely. The concept of household refers to a group of patients who share the same primary contact. Maintaining patient relationships, therefore, means updating a patient’s contact or guarantor information.

Watch this video to learn how to update patient relationships. (Duration: 1:13)

Additional Information

• To assign any person as a contact person or guarantor, including non-patients, they must first exist in your practice's database.

• Assigning a patient a guarantor does not automatically attach the guarantor’s insurance to the patient. You must go to the patient’s Insurance Information page and then add the insurance plan with the guarantor as the subscriber.

• To learn more, read Updating patient information in the knowledge base.