Dental care is often a family affair. Parents manage memberships for their children. Spouses coordinate their renewals. Adult children help elderly parents navigate their dental benefits.
Yet most membership systems treat every member as an isolated individual, making it difficult to see the family picture or manage related members together.
Family Profiles introduce household grouping to Smile Advantage, connecting related members and laying the foundation for family-oriented features.
Connecting Household Members
Family Profiles let you group members who belong to the same household. Once connected, you can:
View Members Together
The Family Panel on a member’s detail page shows all household members at a glance:
- Names and relationship to the primary member
- Individual membership statuses
- Upcoming renewals for the family
- Quick links to each family member’s profile
No more searching for each family member separately to understand a household’s complete membership situation.
Navigate Easily
Click any family member to jump directly to their profile. When helping a patient on the phone who mentions their spouse or child, finding that related record takes one click.
See Family Context
Understanding a member in the context of their household helps with:
- Enrollment conversations (who else should join?)
- Renewal coordination (reminder timing, family discussions)
- Billing questions (which member had which charge?)
Creating Family Connections
Linking members to a family is straightforward:
- Open a member’s profile
- Access the Family section
- Search for and select family members
- Define relationships (spouse, child, parent, etc.)
The connection is bidirectional. Once linked, each family member’s profile shows the others.
Foundation for Future Features
Family Profiles aren’t just about viewing related members together. They establish the data structure for family-oriented capabilities we’re building:
Family Billing (Coming Soon)
Consolidate multiple memberships onto a single payment method. One card on file, one renewal date, one transaction for the whole family.
Family Plan Pricing (Coming Soon)
Create plans with family discounts, offering reduced rates for additional household members when enrolled together.
Unified Communications (Coming Soon)
Send household-level communications rather than individual emails to each family member about the same topic.
Family Renewal Management (Coming Soon)
Coordinate renewal dates across family members so the household renews together rather than on scattered dates throughout the year.
Practical Applications Today
Even before future features arrive, Family Profiles improve daily workflows:
Phone Call Efficiency
“Let me also check on your husband’s membership while I have you on the line.” One click to see the spouse’s status.
Enrollment Conversations
Viewing a patient’s family members surfaces enrollment opportunities. “I see your daughter is also a patient. Would you like to add her to the membership program?”
Renewal Coordination
Knowing a member’s spouse renews next month helps with timing conversations and potential offers.
Billing Clarity
When a family member calls about a charge, quickly see all family members’ recent transactions to identify which membership was charged.
Who Should Be Grouped?
Family Profiles work best for:
- Spouses/Partners: Adults sharing financial responsibility
- Parents and Minor Children: Parents managing children’s memberships
- Adult Children and Elderly Parents: Adults helping manage parents’ care
The grouping is flexible. You define the relationships that make sense for your patient base.
Getting Started
Family Profiles are available now. To start grouping household members:
- Open any member’s profile
- Navigate to the Family section
- Click to add family members
- Search and select related members
- Choose the relationship type
Start with families you interact with frequently. You’ll immediately see the benefit of having their information connected.
Think Households, Not Individuals
Dental membership programs serve families as much as individuals. Family Profiles reflect that reality, giving you tools to manage households together rather than treating each family member as an unrelated record.