File > Open
If you wish to assign accounts to someone on behalf of a patient, you must create a Parent record to assign the account to. The following information explains how to create and edit Parent records.
It is important to note that an existing patient record can not be used as the Parent record of another patient record. Rather, you must create a separate Parent record for that person i.e. they will end up with two records in MedicalDirector Blue Chip - one as Patient, and one as Parent.
Note also that although you might have a Parent record and a Patient record for the same person, there is no link between the two records. Therefore if you make changes to one record (e.g. demographic changes), you must manually make the same changes to the corresponding record.
1. From the Blue Chip main window, either:
o Press Ctrl + O
o Select File > Open
The Open window
the List drop-down
list, select Parents. From here
you can search for and select an existing Parent record, and then view/edit
the record by clicking
To create a new record, continue to Step 3.
Parent window appears.
4. Enter the appropriate details.
To enable you to automatically populate the Parent record with the Child
record's demographic information, click You
will be asked to select which patient this refers to. Type the patient's
surname (,) initial (e.g. Smith, J) and select the correct account. Details
will be transferred back into the Parent window allowing you to enter
the Parent's Given Name and so on. If needed you may edit other details.
Please note that if the parent is to act as the payer for the child's account and wishes to submit claims using Medicare Australia Patient Claiming functionality then a Date of Birth must be entered.
to save the details. The new record is added to the list of Parents and
you are presented with the Parent Details window.
Close this window to return to the MedicalDirector Blue Chip main screen.