How can I transfer patients from one office to another?

Purpose: To guide users on how they can transfer patients from one office to another.

NOTE: This will move all patient information such as cases and notes but not the insurance information. Make sure to update the patient's insurance when you move/transfer the patient to another office.

Procedure:

1. Click on the Magnifying Glass on your Patient List.
2. Type in the Patient's Name or the PATIENTID# then click Search Patient
3. Once you see the patient you want to transfer, click Transfer.
4. Select the Office where you want to transfer the Patient.
5. Once the office is selected, click Move to. A confirmation window will pop up confirming the action.
6. Click YES and the patient will be transferred to the office selected.