Way to bulk move patient records to another clinic?

[salisburyfes]

Hi,

Some of our patients have elected to be seen elsewhere so I have set up another clinic. Is there a way of moving the subset of patients from one clinic to another? I can select them OK as I can pick a key word from the patient category.

Thanks,

Steve

[WilliamKeymaster]

Hi Steve

Thanks for the question. With ClinicOffice v5 it is possible to update multiple records using the batch update feature. To use this feature please follow the steps below:

[1] Go into the Patient section of ClinicOffice
[2] Perform your search for the relevant patients
[3] Left click on one records and press the Ctrl and A keys both together
[4] Right click on one of the highlighted records
[5] Go to the Batch Update and select Clinic
[6] Tick the clinic you wish to assign them to and click OK

This will move all the selected patients over to the new clinic. Hope this helps.

[Author]

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