Assigning a Patient to an Office (Practitioner Only)

A practitioner can manually assign a patient to an office through the Master Patient List:

1. Open the Master Patient List by clicking the Patients option in the Main Navigation Menu.
2. Find the patient using the search field at the top right of the Patient List.
3. In the left-most column, you will see an office icon . Click on it.
4. In the window that opens, a green button means the patient is already connected to the office. Clicking it will break the connection. A grey button means the patient is not connected. Clicking it will create a connection.

A patient can also be assigned to an office by booking an appointment with a practitioner at that office:

1. Create an appointment in the Calendar with the patient and practitioner, at the specified office location.
2. Save the appointment to create the link.