Manage Patient Managers

A manager is assigned to a patient to oversee and supervise without performing treatment.

You can assign specific managers to patients, and if necessary, assign additional managers to a patient and designate a primary manager.

Note: All assigned managers display in the Patient Info window > Personal tab and in the Patient Card window.

To manage patient managers:

  1. Open the Manager Assignments window using one of the following options:
    • Right-click a patient in the selection list and select Manager Assignments.
    • Select a patient > Patient Info window > Personal tab > Managers....

  2. (Optional) To view existing manager details, select a listed entry.
  3. To perform another task, complete any of the following:
    1. Click the Clear Data () icon.
    2. Complete the fields as necessary and click the Add a new Record () icon.
      3. Field Description
      Patient

      The name of the selected patient.
      User

      Click the ellipsis to display the User List window and select a manager.
      Is Primary

      Select the checkbox if this is the primary provider for the patient.

    1. Select the Show Deleted checkbox to display deleted managers in gray.

    Warning: Only complete this action if the manager was assigned in error.

    1. Select a listed manager and click the Delete Record () icon.
    2. When prompted, click Yes to confirm the deletion.