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Family Management

Schedule families together, consolidate invoices, share payment plans, and cross-reference hereditary conditions — all from a single family profile.
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Managing families as a unit

Pediatric, family medicine, and multi-generation practices struggle when each family member exists as an isolated patient with no shared billing or scheduling.

Separate invoices for every member
Parents receive multiple invoices for children's visits that could be consolidated into one bill, creating confusion and extra work.
No shared payment plans
Family treatment costs span multiple members — there's no way to create one installment plan covering the whole family.
Missed hereditary risk
Without family linking, clinicians can't cross-reference conditions that run in the family when treating a new member.
Everything families need in one system
Family member linking
Connect patients with relationship types (parent, child, spouse, sibling) and maintain a family-level view accessible from any member's profile.
Consolidated family billing
Merge multiple patient invoices into a single family invoice — one payment covers all family members' treatment costs.
Family payment plans
Create shared installment plans that distribute treatment costs across the family account with automated reminders.
Family appointment scheduling
Book multiple family members in consecutive time slots with one scheduling action — reducing back-and-forth coordination.
Guardianship management
Assign legal guardians for minors and elderly patients — consent forms and billing automatically route to the correct responsible party.
Cross-reference family history
When treating any family member, clinicians see relevant hereditary conditions from linked family members' medical histories.
Simplifies pediatric practice management
From consent routing to guardian notifications and age-based guardianship requirements — family management automates the workflows unique to caring for minors.
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Treat the whole family — not just the individual
One platform that understands how families work, how they pay, and how their health is connected.
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