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Linked Patients: How do I view or edit linked patients in the patient record?
Patients Section Guide
View and Edit your linked patients directly from the patient record.
Last updated on 13 Oct, 2026
Step 1: Search for your patient by entering their name into the quick search field at the top right of your Dashboard.
Select the patient name to open the patient record.
Step 2: Click on the [Linked Patients] tab. You will find this in the second row of tabs in the patient record.
Step 3: From this tab, you can view/edit or add linked patients and access the Family Wallet™.
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