Set up Relationship

Who does this: hospital administrator Where: General Masters › Other Masters › Relationship

A relationship, such as Father, Wife or Colleague, describes how a person is related to the patient, for example the relative or contact recorded at registration. The list comes pre-loaded, so you only need this screen to add a missing relationship or correct a name.

Add a relationship

1. Go to General Masters › Other Masters › Relationship.

2. Click Add. The form opens on the right.

3. Fill in the fields:

   Field	What to enter	Required
   Relationship Code	Filled in automatically when you save.	—
   Status	Leave on Active.	—
   Relationship	The relationship, for example Guardian.	Yes

4. Click Save. You return to the list and the new entry appears in it.

Change or deactivate a relationship

1. In the list, click the ⋮ button at the end of the row and choose Edit.
2. Change the fields you need. To stop offering it, switch Status to Inactive.
3. Click Save.

Entries cannot be deleted from this screen. Make them Inactive instead.

Good to know

• Search the list before you add a relationship. It may already exist.
• Use the filter and sort icons in the column headers to find an entry quickly.
• Click Cancel or × to close the form without saving.

Related

• Previous: Set up Referral Hospital or Doctor
• Next: Set up Religion
• General Masters FAQs