Short answer
Yes. A person can hold more than one kind, such as Patient and Rider, on one profile. The chips under their name switch between the views, each with its own tabs and fields, while contacts, files and notes stay shared. Change their kinds with Edit kinds on the profile. They are counted once on your AveeCare bill.
Step by step
- Open the person's profile.
- Under their name, tap Edit kinds.
- Tick each kind they are, such as Patient and Rider, and tap Save.
- Tap a chip under their name to open the profile as that kind.
Good to know
- Where they are listed: a Patient and Rider shows on both Patients and Riders. Someone who is only a Rider is listed on Riders, not Patients.
- Untick every kind and the person moves back to Patients (or Caregivers). Nobody is ever left off every list.
- Many at once: the spreadsheet view, Advanced bulk edit and import each have a Yes or No column per kind, such as Kind: Rider.
- A rider who also drives is two records, the same way a client who also works for you is today.