Assign Patients

 

Follow these instructions to associate patients to physicians.


  1. On the menu bar, click Setup. The Setup menu appears below the ClinicSource menu.


  1. On the Setup menu bar, click Physician. The Physician screen appears.


  1. In the Physician screen, Physicians section, click the physician need.


  1. In the Assign Patients section, Patients (Physicians) section do the following:


    • Click the one or more patients in the list (hold down ctrl key while making multiple selections).


    • Click the Assign icon  to assign the patient to the physician. The physician's name appears in parentheses beside the patients name.


  1. Click the Save icon  to save your changes.

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