You can move a patient from one treatment plan to another. You can only perform this action if you have more than one treatment plan in your clinic configuration and if you are associated to the patient.

You should be on the patient list.

Edit treatment plan

  1. Locate the patient and click Take Action
  2. Select Edit treatment plan (a side-pan opens)
  3. Under “New treatment plan, select the Drop down that says “Select treatment…”
  4. Select the desired treatment plan from the list
  5. Click Save

It can take some time before the patient has been moved.

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