userdocs:how-to:ch2:change_an_owner

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userdocs:how-to:ch2:change_an_owner [2017/12/07 14:18] – created lperrymanuserdocs:how-to:ch2:change_an_owner [2018/01/12 17:31] (current) lperryman
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-=====How To: [Change an Owner]=====+=====How To: Change an Owner=====
  
 ------------------------- -------------------------
 +
 +See: 
 +[[userdocs:how-to:ch1:patient_client_find|How To: Find a Patient/Client]]
 +
 +Once the patient is located and the patient summary screen is pulled up, locate on the screen where the owners name is indicated and notice the change button on the same line and to the far right of the name.
 +
 +
 +{{ :userdocs:how-to:ch2:client_select_screenshot_change_client.png |}}
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 +The **client search** screen will appear.  Search the new owner and click** OK** when finished.  
 +
 +<color #ed1c24>Note: the owner must be existing in order to change on this screen.</color>
 +
 +{{ :userdocs:how-to:ch2:client_select_screenshot_change_client.png |}}
 +
 +
  • userdocs/how-to/ch2/change_an_owner.1512656305.txt.gz
  • Last modified: 2017/12/07 14:18
  • by lperryman