The Friends & Family tab provides users with a centralized location to track all of the patient’s key relationships. In this post, we will take a look at this new section of Demographics and highlight a few of the new features.
The Friends & Family List
In this first image, you can see the Friends & Family list utilizes the new unified GLMI style. The list clearly displays name, relation, age and provides a quick view of the details for each person. There is no limit to how many people you can track in this list, so users are able to add as many as necessary.
Q: Need to add a new person to the list?
A: Selecting the ‘Add Person’ button gets the process started.
Q: Has the patient’s emergency contact gotten a new cell phone number?
A: Double click a person (or select and click ‘Edit’) to update existing information.
Q: Did the neighbor move and needs to be taken off the Friends & Family list?
A: With the person selected, click the ‘Discontinue’ button to remove them from the list (Don’t worry, the person is stored in history for future reference).
- Tip: By default, the list only shows active information, but by toggling over the ‘H’ (history) button, you are able to review the history.
Adding a Person to the F&F list…
This next image shows the ‘Add Person’ overlay that is displayed when adding a new person to the Friends & Family list. This section collects the basic information including Name, Relation, Birthday (used to calculate age in the F&F list), as well as the current Address. Take special note to the following new areas…
Q: What if I need to track multiple phone numbers for one person?
A: You are able to add as many phone numbers as needed for each individual. However, each person only has one Primary Contact number, but you are able to track many phone numbers such as Home, Work, Mobile, as well as the general ‘Other’.
Q: How can I easily review the patient’s emergency contacts?
A: Details allow you to flag a person with special attributes related to the patient. You are able to select a person as a Emergency Contact, Informal Caregiver, or identity that person as being allowed to see the patient’s PHI. (When selecting a person as Guarantor additional areas are revealed).
- Q: My patient is from a very large family, so how can we track multiple people?
A: Quickly add several people to a patient’s Friends and Family list by using the Save & Add Another action. This adds the person into the list and clears the overlay for the next entry. This simple feature really accelerates the data entry process and we are confident you will love it.
Another new area of Demographics is the Demographics Overview. This area is the first thing you see when opening a patient and gives you quick ‘at a glance’ view of the patient’s Demographic information. As you can see in the detail of the Friends and Family tab, information regarding the patient’s emergency contacts (including their primary phone number), anyone that is listed as being able to see their PHI and others that are included within the Friends & Family list. Using this information, users can quickly review many details of the patient. If any changes are needed, clicking within the tab quickly jumps you directly to the full Friends & Family list.