PERMISSIONS: Staff will need the role permission "Ability to change the client a document is associated with". See the Change Permissions - Edit a Role article to view instructions on how to change staff role permissions.
- Go to the Clinical Charting module on the left side of your window.
- Use the filters at the top to locate the document you want to change (you can use the more or less options shown below to expand or shrink the available filters).
- Open the document you want to change the client for and select the blue Client name link.
- In the window that opens you will type the correct client number in the first box and then use the arrow button to enter. The Client name should populate in the dropdown field. You can then select Save.
NOTE: Do not hit the enter key on your keyboard instead of using the yellow arrow button to the right of the Client: field.
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- Refresh the document and it should now show the corrected client.