Family Management Tab - How To Set Up A Family

In this guide, we will show you how to set up the family feature, allowing for easy management of appointments, texts, etc. for all family members through a single profile.
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The Family Management tab is located within the patient's profile. Open a patient's snapshot > Patient tab > Family tab.
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Begin by navigating to the profile of the head of household, which can be either the Mom or the Dad. In this example, we will use the Mom's profile. The phone number associated with this profile will be used for checking in and receiving text messages for the entire family.
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Within the head of household's profile, you can add family members. For example, you might have two children and a spouse listed. Start by using the search box for the family member's name. Then assign the "Relationship to Head of Household."
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You may notice a column labeled "Family Admin." Currently, it doesn’t serve a purpose, but it will soon enable family scheduling within our app. The family admin will be responsible for scheduling and managing appointments for all family members.
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In the "Text Head of House" section, you can choose which family members' text reminders should go to the head of household. For instance, you might want the mom to receive text reminders for the children's appointments, but the spouse might prefer to receive their own reminders. Simply check or uncheck the boxes accordingly.
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The "Call Together" feature is involved in the calling module. If the entire family checks in and you want them all to go to one adjusting room or area, select everyone you want to be called together when they arrive for their appointments.
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The head of household's phone number will receive text messages for all the children's appointments. These reminders will list each child's name and appointment date, ensuring all appointments are confirmed with a simple "yes" reply.

If you would like to customize the beginning and ending verbiage regarding a family reminder, navigate into the location > Settings > Office > Office Configuration > Reminder Templates > "Family Message Pre-Appointments" and "Family Message Post-Appointments" > edit to your desired verbiage.
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If you have older children with their own phone numbers, you can add those numbers to their individual profiles and uncheck the boxes in the head of household's profile. This allows each child to receive their own text reminders.
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Within the Family Management tab, you may see a relationship option called “Alternate Account.”

When this relationship type is selected, a field labeled “Check-in Name” will appear.

The Alternate Account relationship is used to link duplicate patient records in the system.

Duplicate records most commonly occur when:

Rather than immediately merging these records, the Alternate Account relationship can be used to connect them.

Most offices will not need to use this option unless managing duplicate patient files.

The Check-in Name field only appears when the Relationship to Head of Household is set to Alternate Account.

Its purpose is to act as a display name override for the check-in kiosk.

When used, the kiosk will display the Check-in Name instead of the patient’s legal first and last name. This helps staff and patients distinguish between duplicate or similarly named records during check-in.

The Check-in Name field:

All calling and texting features pull directly from the patient’s primary record name.

If your office does not have duplicate patient records, you likely will not need to use the Alternate Account relationship or the Check-in Name field.

These features are designed specifically for duplicate-record management and kiosk clarity.

And that's it! You now know how to set up the family feature in our system. This will simplify managing appointments for the entire family. If you have any questions, please contact our support team.