Adding multiple owners

Hi Again

We are wondering how best to add a client when each partner has a different surname and we want to include both on the patients files. 

 

eg.

Heather and Andrew first names

Demasi and Tesoriero Surnames

 

Hope that's clear.

Julia

Comment viewing options

Select your preferred way to display the comments and click "Save settings" to activate your changes.

Re: Adding multiple owners

Julia - any way that suits you will do.  You might want to add a new Title lookup to suit the situation - eg Ms/Mr  (if you are going to put Heather first), and you may want to choose a separator (rather that the word 'and') - ie Heather/Andrew

 

Regards, Tim G

Syndicate content