Make family member the payer

Add another person to a patient's record as a payer. This can be a family member or a  next of kin, which is a relation of the patient who is not a registered patient (i.e. not part of a Family group).

Note: If the patient is a child, the family member added to their record must be a parent or a caregiver.

Make a family member a payer

Locate the patient and open their record, then

1. Under Payers, select Add.
   The Account Payer Selector will open. 
2. Select Family / Next of Kin, then click Select.
   The Find Account Payer Details screen will open. 
3. Enter the family name into the field provided and select Find.
   The Next of Kin Account Payer Selector will open.
4. Add the NOK or select an existing NOK in Zedmed.
   • If there is no matching family name, select Yes when prompted to add a new record (as shown in screenshot). 
   • If a list of people with the surname is shown and none are the required NOK, select New.
   • If a list of people with the surname is shown and one is the required NOK, select that person.
5. The screenshot below shows steps 1-4, and is followed by the steps to create a new NOK for the patient.
   

   

6. If prompted, select Yes or No to add the patient's address and phone details to the new NOK record.
   The Family/Next of Kin Account Payer (New Link) screen will open.
7. Fill in additional details required.
   • A Medicare card should be included if the patient is under 15 (cannot present their own card).
   • If you add a Medicare card, perform an Online Verification once the NOK record is created.
8. Check the Patient Fee Type as it defaults to Private Fee 1 and will need the correct fee type selected.



9. Select Close to save and exit.
   The NOK will appear as a payer.

   

   A patient record will be created for the NOK in Office.
   Note: the Payment Cards tab can be used to request cards for Payment Gateway subscribers.

   

Add a family member

This section explains how to add a family member.

To add a family member:

1. Go to Patient Details in the patient's record.
2. Select Family Links from the Family section.
   The Family Details screen (shown below) will open.
3. Select Add Member.
   The Patient Search screen will open.
4. Find the family member and select OK.
   A dialog will ask if you want to copy the family member's address and Medicare details.
5. Select Close to save and exit.
   The family member will now appear in the Family field.

   

Remove a NOK Payer

You can remove a payer from the Patient Payers list, for example, if it was added incorrectly.

To remove a payer:

1. Open the patient's record.
2. Under Payers, select the payer to disable.
3. Select Details.
4. Remove the tick next to Active.
5.  Select Close to save.