Provider: Preferred Provider Sharmayne August 03, 2025 11:31 Updated The doctor to whom the patient is assigned to in the Patient Information section of the Patient Overview Screen. Related articles How do I change the preferred provider for all patients at once? Our organization opened a new office location. How can we quickly assign a ‘User’ or ‘Provider’ to the new office? Is there a symbol that shows in the appointment to indicate a lab case is being marked? How can we restrict users from editing a procedure code fee in the treatment plan or transaction entry screen? Allocation