Patient profiles can be linked in Vision(X) to indicate relationships between patients at your practice to more easily look up necessary contact and billing information. This tutorial will demonstrate how to link patient profiles in your Vision(X) site.
Select a Patient Profile
Select a patient profile The "Search Patient" field is always visible at the top of your Vision(X) site. Select this field to search for any patient by name:
Alternatively, users can select a patient from Today's Appointments list, or from the Patients tab directly:
Patient Linked Accounts List
When viewing a patient profile, their list of linked accounts is visible on the right-hand side of your screen. Click "Add New" to open the menu:
Select a Patient Profile to Link
The Patients' Accounts are Now Linked!
Search for any existing patient profile in your site using the First Name, Last Name, and/or Date of Birth fields, or create a new patient profile to link to this account by clicking "Add". Select the profile name that you would like to link, then click "Save":
You will now be prompted to select a patient relationship. Choose any option from the drop-down menu, and indicate whether or not this profile will be responsible for billing to the patient you began with. When finished, click "Save":
You are now shown the base patient's Linked Accounts list in their profile. You can edit or remove the newly linked account as needed, or click "Add" to link another patient account:
Success!
The Linked Accounts box now displays the newly linked profile:
You can now click any linked patient name to quickly view/edit their details as needed, or search for that patient's name to view their profile page directly:
