Relations Tab

Updated on: 04/21/2026

Provider Type(s) for Which These Instructions ApplyProgram(s) for Which These Instructions Apply
Case Management Home Care Assisted LivingAll Programs

ADvantage, Medically Fragile and Living Choice Programs: This process will be used by both the Case Manager and Home Care/Assisted Living Nurse anytime a Relation is added to, updated, inactivated, or when there is a need to view inactive records in a Member’s record.

SPPC Program: This process will be used by the Home Care Nurse.

Guidance for Responsibility of Relations Tab:

  • If an Interdisciplinary Team (IDT) visit involves both the Case Manager and the Home Care/Assisted Living Nurse, the Case Manager is responsible for completing any necessary updates to the Relations tab in the Member’s record.
  • If the visit is conducted by a single discipline (either the Case Manager or the Home Care/Assisted Living Nurse), the individual conducting the visit is responsible for updating the Relations Tab, as appropriate.

Adding a Relation

  1. Open the Member Record.
  2. Select the Relations Tab.
    Harmony Member Record navigation tabs showing two rows including Diagnosis, Payers, Medical Eligibility, Medications, Auths, Activities, Event History, Demographics, Division, Programs, Provider Enrollments, Documents, Plans, and Notes, with a red arrow pointing to the Relations tab.
  3. Hover over “File” on the Menu bar.
    Select “Add New Relations Search”.
    Menu bar showing File, Tools, and Ticklers options, with a red arrow pointing to “Add New Relations Search” option.
  4. In the first row that begins with “Last Name”, update the filter dropdown menu to reflect “Begins With.”
  5. In the next filter, type the first 3 letters of the last name of the relation to be added.
    Click on “Search”.
    Relations Search Filters section showing Last Name field (required) set to “Begins With” with “Tes” entered (red arrows pointing to dropdown and text field), First Name field with “Begins With” dropdown, Relationship filter option, and a red arrow pointing to the Search button.
    If the user is not completely certain that the name listed in the search results is the same person intended to be added, it is recommended to select “Add New” and create a new relation, even if it may result in a potential duplicate. If the user is certain that the name listed in the search results is the exact person intended to be added, and there is no possibility that another individual with the same name exists, the existing record may be selected.
    Relations Search screen showing Filters section with Last Name set to “Equal To” and “Test” entered, Search/Reset/Add New buttons (red arrow pointing to Add New), and search results showing “2 Members Relations Search record(s) returned” with table displaying Test/Mary and Test/Jack entries (red arrow pointing to Test/Mary row).
  6. Select the appropriate Primary and Secondary Relationship types.
    Enter all available demographic information.
    Add/Edit Relation form showing Relation Detail section with Primary Relationship dropdown (required), Secondary Relationship(s) selection list showing options including (Durable) Power of Attorney, Case Worker, Doctor-Primary, Doctor-Other, Emergency, Emergency-Secondary, Healthcare Proxy; CD-PASS Authorized Representative field, Active checkbox (checked), Comments text box; and Demographic Information section with Last Name (required, showing “Test”), First Name (required), Address 1, Address 2, City, State, Zip Code, and Home Phone fields.
  7. Hover over “File”.
    Select “Save and Close Relations”.
    File menu expanded showing Spell Check, Save Relations, and Save and Close Relations options, with a red arrow pointing to “Save and Close Relations”.

Updating a Relation

  1. Open the Member Record.
  2. Select the Relations Tab.
    Harmony Member Record navigation tabs showing two rows including Diagnosis, Payers, Medical Eligibility, Medications, Auths, Activities, Event History, Demographics, Division, Programs, Provider Enrollments, Documents, Plans, and Notes, with a red arrow pointing to the Relations tab.
  3. Select the relation record that requires an update from the list.
    Members Relations search results showing “1 Members Relations record(s) returned - now viewing 1 through 1” with table displaying columns for Last Name, First Name, Primary Relationship, and CD-PASS Authorized Representative, with one entry showing Test/June/Grandparent (red arrow pointing to Grandparent).
  4. Update the details of the relation record, as appropriate.
    Add/Edit Relation form showing Relation Detail section with Primary Relationship dropdown (required), Secondary Relationship(s) selection list showing options including (Durable) Power of Attorney, Case Worker, Doctor-Primary, Doctor-Other, Emergency, Emergency-Secondary, Healthcare Proxy; CD-PASS Authorized Representative field, Active checkbox (checked), Comments text box; and Demographic Information section with Last Name (required, showing “Test”), First Name (required), Address 1, Address 2, City, State, Zip Code, and Home Phone fields.
  5. Hover over “File”.
    Select “Save and Close Relations”.
    File menu expanded showing Spell Check, Save Relations, and Save and Close Relations options, with a red arrow pointing to “Save and Close Relations”.

Note: To view changes for a specific relation record, select the record from the list view, then navigate to File > History to review its history.

Inactivating a Relation

  1. Open the Member Record.
  2. Select the Relations Tab.
    Harmony Member Record navigation tabs showing two rows including Diagnosis, Payers, Medical Eligibility, Medications, Auths, Activities, Event History, Demographics, Division, Programs, Provider Enrollments, Documents, Plans, and Notes, with a red arrow pointing to the Relations tab.
  3. Select the relation record that needs to be inactivated from the list.
    Members Relations search results showing “1 Members Relations record(s) returned - now viewing 1 through 1” with table displaying columns for Last Name, First Name, Primary Relationship, and CD-PASS Authorized Representative, with one entry showing Test/June/Grandparent (red arrow pointing to Grandparent).
  4. Uncheck the “Active” box.
    Relation Detail form showing Primary Relationship dropdown set to “Grandparent”, Secondary Relationship(s) selection list with options including (Durable) Power of Attorney, Case Worker, Doctor-Other, Emergency, Emergency-Secondary, Healthcare Proxy, Legal Guardian w/ Power of Attorney; CD-PASS Authorized Representative field, and Active checkbox (unchecked, with red arrow pointing to it).
  5. Hover over “File”.
    Select “Save and Close Relations”.
    File menu expanded showing Spell Check, Save Relations, and Save and Close Relations options, with a red arrow pointing to “Save and Close Relations”.

Viewing Inactive Relations

  1. Open the Member Record.
  2. Select the Relations Tab.
    Harmony Member Record navigation tabs showing two rows including Diagnosis, Payers, Medical Eligibility, Medications, Auths, Activities, Event History, Demographics, Division, Programs, Provider Enrollments, Documents, Plans, and Notes, with a red arrow pointing to the Relations tab.
  3. In the Filters section, set the “Active” field to “Equal To”.
    Click on “Search”.
    Filters section showing Active dropdown set to “Equal To” with “No” value (red arrow pointing to Active field), Last Name filter option with plus button, and a red arrow pointing to the Search button.
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