Linked Libraries

Linked Libraries

If there is a Parent/Child Database linkage, Library records can be shared between the Parent and Child Databases.

  • A Parent Database can have multiple Child Databases, but a Child Database can only have one Parent Database.

The following Libraries support Parent/Child linkages:

  • Insurances, Insurance Addresses, Insurance Products
  • Referring Providers
  • Transaction Codes
  • Procedure Codes, NDC Codes, Procedure Base Units (if enrolled with AMA Procedure Codes)
  • Diagnosis Codes
  • Tags
  • Appointment Reminder, Recall, and Balance Notification Templates
  • Charge Management Rules/Actions

Link Libraries

  • The Parent Database is the Source of Truth for linked records, but records can be added to the Child Database without being added to the Parent Database.
  • In a Child Database, the Linked Libraries will have a banner to show which Database is the Parent.

Link Records from a Child Database

  • Records that are added to a Child Database can also be added to the Parent Database.
  • When adding a record to a Linked Library in a Child Database, select Yes in the Link to Parent dropdown.

  • The Parent Database will then send the new record to all other Linked Libraries from other Child Databases.


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