This guide provides a step-by-step process for transferring clients from one practitioner to another. This is typically done before permanently deleting a practitioner.
Steps to Transfer Clients
1. Remove Practitioner's Role
- Click on Clinic Users in the Management Menu.
- Go to the Active tab on the Users Page.
- In the Search bar, select Role and choose Practitioner from the dropdown list.
- Click on the name of the practitioner whose clients you want to transfer.
- Navigate to the Account tab in the User modal.
- Click the Edit button.
- Uncheck the Practitioner role.
2. Reassign Clients
- A modal will appear asking if you want to remove and reassign the clients.
- Select Reassign to and choose the new practitioner from the dropdown list.
- Alternatively, if you do not want to reassign the clients, select Do not reassign.
- Click Save.
3. Confirm Changes
- Click Done to finalize the changes.
- Confirm the role update by clicking Confirm.
- Lastly, click the Save button.
4. Delete Practitioner (Optional)
- If you wish to delete the practitioner after reassignment, click here for instructions on updating the Clinic User's Status.