Change addresses

There are several ways to change patient addresses, depending on whether they are moving within the practice area, out of the practice area, or moving into another local household. Refer to Change an address.

If the whole family is changing address

  1. Select one family member.
  2. Click on the Address tab.
  3. Click on Edit to change the address details.
  4. On the Address Entry screen, use either the mouse or the Tab key to move from one field to another.
  5. When the address change is complete, click on OK, or press the Tab key until OK is highlighted and press Enter.
  6. Click on the Family tab. This will display all other family members for this patient.
  7. Use the mouse to click on and highlight all other family members. Or, you can use the ¯ key to move to each family member and press the space bar to highlight them.
  8. Click on the Amend Household button. This will change the address for all highlighted family members to the address of the person whose name displays at the top of the screen.

Move one family member out of the family to a completely new address

  1. Select the patient you want to move out of the existing family.
  2. Click on the Family tab.
  3. Click on the Create New Family button. This will create a new family screen for the person whose name displays at the top of the screen.
  4. Click on the Address tab.
  5. Click on the Edit button to change the address details.
  6. On the Address Entry screen, use either the mouse or the Tab key to move from one field to another.
  7. When the address change is complete, click on the OK button, or press the Tab key until OK is highlighted and press Enter.

Move one or more family members to another existing family

  1. Select one of the patients you want to move to another existing family.
  2. Click on the Family tab.
  3. Use the mouse to click on and highlight all those family members you want to move out of this family to another one. Or, you can use the ¯ key to move to each family member and press the space bar to highlight them.
  4. Click on the Move to Another Family button.
  5. You will be prompted for the name of one person in the family you want to move the selection person(s) to. Click on the Choose button and enter the name of one person in the family you want to move the selected person(s) to.
  6. You now have the option to maintain the existing address of the selected persons, but create a new family link; or move the selected patients in with the new family and change their address to that of the new family.
    • Either select Preserve Existing Households if you want to maintain the existing address;
    • Or select Move to new household, if you want to move the selected patients in with the new family.
    • You can select either option by clicking on the required line with the mouse, or by using the Tab key to highlight the first option and the â key to select the other one.
    • Click on the OK button, or press the Tab key until OK is highlighted and press Enter.