userdocs:how-to:ch2:change_an_owner

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userdocs:how-to:ch2:change_an_owner [2017/12/07 14:30] lperrymanuserdocs:how-to:ch2:change_an_owner [2018/01/12 17:31] (current) lperryman
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 [[userdocs:how-to:ch1:patient_client_find|How To: Find a Patient/Client]] [[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 in indicated and notice the change button on the same line and to the far right of the name.+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.
  
-(Insert photo) ST 
  
-The client search screen will appear Search the new owner and click OK when finished.  +{{ :userdocs:how-to:ch2:client_select_screenshot_change_client.png |}}
  
-Note: the owner must be existing in order to change on this screen.+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 |}}
  
-(Insert photo) ST 
  
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  • Last modified: 2017/12/07 14:30
  • by lperryman