Manually Assigning a Patient to a Practitioner (Admin Staff Only)

Admin staff can manually link a patient to a practitioner 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 you are looking for using the search field at the top right.
3. In the left-most column, you will see a practitioner icon . Click on it.
4. In the window that opens, a green button means the practitioner is already connected to the patient. Clicking it will break the connection. A grey button means the practitioner is not connected. Clicking it will create a connection.

A patient can also be assigned to a practitioner by any practitioner simply by creating an appointment in the Calendar between them:

1. Create an appointment in the Calendar with the patient and practitioner.
2. Save the appointment to create the link.