PPS and IO: Adding a Guardian

This article applies to the Private Practice Suite and Valant IO

To add a guardian to a patient's demographics:

  1. Click on Persons and Institutions | Patients
  2. Select the patient from the Patients tab.
  3. Click on Options at the bottom of the page
  4. Hover over Guardians and click Add Guardian 1
  5. The EMR will create a Guardian 1 tab where the desired information can be entered

 The options Delete Guardian 1 and Add Guardian 2 are available when hovering over Guardians as shown above in step 4.

                          

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