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How do I change the preferred provider for all patients at once?

Linda Clower

September 30, 2023 16:43
Updated

Go to Utilities.

Select Copy/Move/Change PGID Setup Data

Select Change Future Appointments, Patients, or Tx by Provider

Choose the provider you want to move patients from.

Choose the specific office in this page and select change.

Select Move all patients to a different provider.

Choose the provider.

Review.

Apply.

You'll see how many patients were moved after you select apply.