Change the Provider

Introduction

The provider associated with the note can be changed for Office Visits, Phone Calls, Lab Visits, and Letters.

Key Objectives

• You will learn how to change the provider on a note

Video

Step by Step

Begin with the desired patient's chart open

• Navigate to the desired note
• Click on the triple dot located to the top right of the note
• Select Change Provider from the drop down menu and the header will change to allow the user to update the note's provider

• Type to search for people and/or scroll and select from the dropdown

• Select Save.

TIP: If the update needs to be cancelled, select Cancel at any time.

Future Appointments:

If you want to change the provider for a future appointment, see the how-to guide schedule and manage appointments

 Roles

• • • Provider
    • Clinical Staff