Relationship Maintenance

Use Relationship Maintenance to link the code for the relationship between the patient and the guarantor  to the relationship codes specified by insurance carriers.  Within each Relationship ID, are specific Relationship codes assigned to the individual Form Types that print on the appropriate insurance claim forms and the Relationship description.

Tip:  For more information about working with data in fields, see Data Entry Guidelines.

Directions:

To see directions for...

• Opening Relationship Maintenance, click More.

   

  1.  Click File Maintenance from the Menu Bar.

  2.  Click Standard Maintenance.

  3.  Then click Relationship.
  
  Or, use the keyboard shortcut:  [ALT] [m] [t] [n].

   

• Creating a new Relationship, click More.

   

  Relationship Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for that field name.
  Relationship ID	Enter the ID assigned to this relationship. (up to 6 characters) Notes:   To see NDS recommendations for assigning the ID, click the Relationship ID hyperlink. If you are building a new Relationship, displays next to the Relationship ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.
  	To update the new or changed information click Save or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION:  If you forget to click Save, you may lose your changes.
  	You can use Search to view all of the existing Relationship IDs.  From the Search list you can select a Relationship to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an existing Relationship, enter the Relationship ID and click Retrieve or press [ENTER]. Keyboard shortcut:  [ALT + t]
  Private Statement	Enter the description of the relationship between the patient and the guarantor to print on the patients' private statements. (20 characters) Note:  NDS recommends entering the relationship description for the Private Statement because the Private Statement displays during Patient Entry when the Relationship ID is entered as well as printing on patient statements.
  Note:  Because you can tailor the labels of the nine Form Type fields, the field labels in your software may not match the field names listed below.
  Form Type Print Code 1 - 9	Enter the Relationship code to print on a claim form for this Form Type. (20 characters) Enter the Relationship code for each applicable Form Type that the practice uses.

• Editing an existing Relationship, click More.

   CAUTION!  If you forget to click Save, you may lose your changes.

  1.  To display the record to be changed, enter the Relationship ID and click Retrieve or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the Relationship ID, you can click Search to see a list of Relationship IDs.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save or press [ENTER]
  Keyboard shortcut:  [ALT + s]

• Deleting a Relationship, click More.

  1.  To display the record to be deleted, enter the Relationship ID and click Retrieve or press [ENTER]
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the Relationship ID, you can click Search to see a list of Relationship IDs.

  2.  Click File from the Menu Bar, and then click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click the Proceed button to delete the record
  or, click the Cancel button to escape from the delete routine.
  
  Example:
  
  
  
  Note:  After you click Proceed, you will see the following message on the Status Bar.