Transferring a patient to a new Customer

I am wondering how to transfer the history and patient details of a patient to another client when they have been rehomed.  I did find a thread which said to transfer the patient to the new client but there was no detail on how to do that.

I don't need financial records to come across, just the clinical history and patient details.



Comment viewing options

Select your preferred way to display the comments and click "Save settings" to activate your changes.

Re: Transferring a patient to a new Customer

Piece of cake Julia - call up the patient in the Patients|Information screen then:

1) press the Edit button

2) with the Customer tab selected (it should be), click Add to add a new patient owner

3) enter the new customer's name [if you have not yet created the new customer, then on the customer selection window, press New to create the new customer]

4) adjust the From date (if it is other than today) and press OK. Note that the old owner will be automatically closed off - ie their To date will be set to today.

The new owner will now be displayed. To see the old owners as well untick the 'Hide Inactive Customers' box.

Regards, Tim G

Syndicate content