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Family Registration - Cal-PM

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Register family members in myAvatar Cal-PM.

  1. Go to: Avatar PM > Client Management > Family and UMDAP Management > Family Registration
  2. In the Select Family field, search for and select the family by name or ID.
    • If a matching family is not found, click the New Family button to register a new family.
    • If the family is found, select the family from the list and click the Select button to review and edit the family registration.
  3. In the Family Name field, enter the family name.
  4. In the Family's Address fields, provide family demographic information.
  5. In the Family Activation Date field, enter the date the family was established.
    Example: The earliest admission date for any family member.
  6. In the Inhibit Billing By Mail field:
    • Select Yes to prevent sending a self pay bill to the family. Claims cannot be generated, and bills cannot be printed for charges associated with the self-pay guarantor. Charges will distribute to the self-pay guarantor.
    • Select No to allow billing a self-pay guarantor for the family.
      Note:  This field applies to paper billing only.

  7. When finished, select Submit.

Cal Family Registration.jpg

► Additional Sections
► Registry Settings
► SQL Tables
  • SYSTEM.family_current_demographics
  • SYSTEM.family_membership_information
  • SYSTEM.family_umdap_info
  • SYSTEM.site_specific_family