2 weeks ago
Apply "May text" Setting to Siblings
A new enhancement allows practices using Family Systems to easily apply “May Text” updates across siblings.
When the May Text field is changed from No Text or Patient to Guarantor on a patient’s record, a pop-up now appears giving users the option to:
Update All — apply the same “May Text” value to all siblings under the same guarantor.
Only This Patient — apply the change only to the selected patient.
This improvement streamlines updates for families and ensures communication preferences stay consistent across related patient records.
Exceptions: The pop-up does not appear if siblings already have “May Text = Guarantor”