How do I move a patient from one clinic to another?

How do I move a patient from one clinic to another?

When creating a patient you can optionally assign them to a clinic. This helps organise patients across organisations with multiple locations, but isn't mandatory.

If a patient's clinic needs to change later, you can update this at any time from the patient's details.

How it works:

• Clinic assignment is optional when a patient is first created.
• A patient can be reassigned to a different clinic by editing their patient details.
• Changing a patient's clinic does not affect their historical appointments, notes, or transactions.

This flexibility allows organisations to manage shared caseloads while keeping patient records accurate as circumstances change.

Change a patient's primary clinic:

• Click the Editicon on the patient details.

• Update the clinic as required.

Further reading:

• Edit a patient's details