This article explains how you can assign the respective provider(s) to patients.


How To Assign Provider(s)?

A.  Click on the Patient Tab from the left navigation bar and select the desired patient. 


B. Once you've selected the patient, click on "Clinician Team" located at the left end of your screen. This feature allows you to select individual providers or a group of providers, assigning them to the respective patient. 


C. Select the name(s) of the preferred provider(s) from the All Providers list. Click on the "Add" button. Their names will move to the Assigned Providers list on the right. 


Note: You can only select one name at a time. However, you can choose multiple providers at one click by pressing and holding the "Shift" key, while selecting or clicking on the provider name and dragging the cursor down. 


D. You can view all the 'Assigned Providers' on the right side of the screen. 


E. To remove a provider, you would need to follow a similar process. Click on their name found under "Assigned Providers" and click on "Remove". Their names will migrate back to the All Providers list.