userdocs:how-to:ch2:change_an_owner

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See: 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.

The client search screen will appear. Search the new owner and click OK when finished.

Note: the owner must be existing in order to change on this screen.

  • userdocs/how-to/ch2/change_an_owner.1512657790.txt.gz
  • Last modified: 2017/12/07 14:43
  • by lperryman