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Access a Sibling's Chart

Version 14.19

One of the many benefits to linking families in OP is that you can easily navigate from one sibling's chart to another. This navigation can be done from both the Clinical Overview of the patient chart as well as the Account Summary.

To Access a Sibling's Chart from Clinical Overview

Once siblings are linked, you can access a sibling's chart from that of another sibling by following the steps below:

  1. Click the Chart button.
  2. Locate and select the patient.
  3. Click Clinical Overview.
  4. Locate the Family section located beneath Photo/Demographics/Critical Dates. All contacts with a Role/Reason as well as financially linked siblings will appear here.
  5. Double-click on the sibling's name. The patient chart for that sibling opens.  

Note: If using Multi-patient mode, a new window or tab opens with the selected sibling. If not, the selected patient's chart will replace the original patient's chart.

To Access a Sibling's Chart from Account Summary

  1. Click the Chart button.
  2. Locate and select the patient.
  3. Click Summary. The Account Summary window opens.
  4. Locate the Financial Family field section located toward the center of the window. All contacts with a Role/Reason as well as financially linked siblings will be listed here.
  5. Double-click on the sibling's name. The patient chart for that sibling opens.

Note:  If using Multi-patient mode, a new window or tab opens with the selected sibling. If not, the selected patient's chart will replace the original patient's chart.

Version 14.10

One of the many benefits to linking families in OP 14 is that you can easily navigate from one sibling's chart or account to another. Click here for more information on linking families.

To Access a Sibling from the Chart

Once siblings are linked, you can access a sibling's record from a sibling's patient chart by following the steps below:

  1. Click the Chart button.
  2. Locate and select the patient.
  3. Click the Overview tab.
  4. Locate the Family field group located beneath Photo/Demographics/Critical Dates. All contacts with a Role/Reason as well as financially linked siblings will appear here.
  5. Double-click on the sibling's name. The patient chart for that sibling will replace the previous sibling's chart.

Note: By double-clicking on a contact's name, OP 14 will automatically open the Contacts tab in the patient's Register.

To Access a Sibling from the Account

Once siblings are linked, you can navigate to a siblings account by following the steps below:

  1. Click the Acct button.
  2. Locate and select the patient.
  3. Click the Overview tab.
  4. Locate the Financial Family field group located beneath the Demographics/Patient Responsibility. All contacts with a Role/Reason as well as financially linked siblings will be listed here.
  5. Double-click on the sibling's name. The Account for that sibling will replace the previous sibling's chart.

Note: By double-clicking on a contact's name, OP 14 will automatically open the Contacts tab in the patient's Register.