Question: How do we assign a primary provider to a patient?
Answer: Enabling a primary provider is a two step process, first enable the practice-wide setting to select primary providers on the patient record, then select the primary provider for a patient.
Enable the setting
- Go to the Gear Icon > General > Scroll down to Medical Records Setting > Enable the primary provider option on patient record > Scroll all the way down to click Save
Configuring a specific patient
- Open the patient record
- Scroll down to the General Information tab
- Expand General Info
- Use the drop down box for primary provider to select the appropriate provider
When setting the primary provider for a patient, this will automatically assign that provider for future appointments for this patient. You can manually update the provider to be different if needed via the appointment pop-up.