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About the Parent Child Feature
Note: This feature is only available if your business supports more than one entity type. For example, your business would have to have both people type entities and location type entities.
The Parent/Child feature provides you with the capability to associate people to a location in Local Manager (such as a medical provider to a clinic).
The location is referred to as the “Parent”, and the person associated with the location is referred to as the “Child”.
In the screenshot below, you will see that the medical provider “Dr. Jill Smith” is listed under the location “Test Hospital”. So, in this scenario:
Parent: Test Hospital
Child: Dr. Jill Smith
Inherited Fields and Parent Types
Inherited Fields
Inherited fields are the fields that are automatically updated for the Child entity when a change to the Parent entity is made. Setting up which fields are inherited is something that is done during the implementation of this feature. Therefore, please reach out to your Account Director for any requests to adjust inherited fields.
As shown in the screenshot below, the link icon signifies which fields are inherited.
For example, if the city value for Test Hospital is changed to “San Diego”, the city value for Dr. Jill Smith will be automatically updated to “San Diego” as well.
Note: Inherited fields can be set up for Primary Parents only. Reference the below section to read about the difference between Primary Parents and Secondary Parents.
Parent Types
There are two types of Parents.
Primary Parent
These Parents can be set up to have inherited fields with their associated Children.
A Child can only have one Primary Parent.
A Primary Parent can have multiple Children.
Example: A medical provider working at a hospital.
Secondary Parent
These Parents cannot be set up to have inherited fields with their associated Children. This relationship is strictly for organization and association purposes only.
A Child can have multiple Secondary Parents
Secondary Parents can have multiple Children.
Example: A medical provider working at multiple hospitals. The provider’s primary hospital location would be their Primary parent, and the location of the other hospital they work at can be designated as a Secondary Parent.
Configuring Parents
If your business does not yet have the Parent/Child feature set up, please reach out to your Account Director to discuss adding this functionality.
If your business does have the Parent/Child feature set up, the below steps will guide you through configuring Primary and Secondary Parents for your entities.
Under the Location Tab, navigate to the desired person entity and select the “Manage Parents” button in the top right corner.
The pop-up window shows exactly which location is the Primary Parent (“Test Hospital” in this example) and which fields are inherited.
Inherited fields cannot be altered in Local Manager. These are setup during implementation of the feature and any alterations must be requested through your Account Director.
Select the “X” to the left of the Primary Parent entity to remove the current Primary Parent and/or update it to a new location.
Select the blue plus sign under the “Other Facilities” tab to add a Secondary Parent.
Remember that a Child’s relationship to their Secondary Parent is strictly associational, there is no data inheritance taking place between the two entities.
In the image above:
1 Primary Parent location. Clicking on the Primary Parent will bring you to the Entity Details of the location.
2 Secondary Parent location. Clicking on the Secondary Parent will bring you to the Entity Details of the location.