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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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.