Changing Client to another clinician
Answered

How do I edit the clients current clinician ? I selected the wrong clinician for the client.

3 comments

  • Avatar
    Gillian

    Hi Sammie, you can click "Edit Info" on the client's chart to open the Client Information section. Then, change the Primary Clinician under the Primary Clinician drop-down menu, and hit "Save."

    Hi Sammie, you can click "Edit Info" on the client's chart to open the Client Information section. Then, change the Primary Clinician under the Primary Clinician drop-down menu, and hit "Save."

  • Avatar
    Jacob Munhoz | Mission Valley

    This answer is not accurate. 

    First of all-- I can't find a button that says "Edit Info".  The button that I CAN find says "Edit Details."  Is that the button you mean?

    Second--If I do choose that button, under "Client Info" it show who the current clinician is, but there is no drop down box or option to change it.

     

     

     

    This answer is not accurate. 

    First of all-- I can't find a button that says "Edit Info".  The button that I CAN find says "Edit Details."  Is that the button you mean?

    Second--If I do choose that button, under "Client Info" it show who the current clinician is, but there is no drop down box or option to change it.

     

     

     

  • Avatar
    Gillian

    Hi Jacob, apologies, yes, it's Edit Details! 

    If you cannot change the clinician for the client, it sounds like your permissions levels do not grant you access to change clinicians for clients. You can check with a practice administrator to change the clinician for the client, or, check with a practice administrator to adjust your permissions settings so that you have the ability to change the primary clinician for clients who aren't yours.

    Hi Jacob, apologies, yes, it's Edit Details! 

    If you cannot change the clinician for the client, it sounds like your permissions levels do not grant you access to change clinicians for clients. You can check with a practice administrator to change the clinician for the client, or, check with a practice administrator to adjust your permissions settings so that you have the ability to change the primary clinician for clients who aren't yours.