Add a Business to the Map
- In the Related Accounts tile of the Household tab, click + AddAccount.
- Select the business that you want to relate to the patient. If you can’t find the account name, create an account.
- Select the business’s participating role in the account. You can select multiple roles by pressing the Ctrl key while selecting roles.
- Don’t edit the patient’s name in the Contact field.
- Save your work.