Reassign a Client to Another Primary Clinician
Reassigning clients from one clinician to another is only allowed by administrators in TherapyZen. Reassignment establishes a new Primary Clinician for the reassigned client.
1. Getting started
Click Staff in the main navigation menu to get to your staff list.
2. Select the primary clinician
In your staff list, locate the Primary Clinician of the client that you wish to reassign. Click Details to go to the staff member's record.
3. Locate the client to reassign
Locate and click the Assigned Clients tab on the clinician's profile. Find the client you wish to reassign and click the Re-assign button found in the client record.
4. Reassign the client to a new primary clinician
Select the clinician that you wish to make the new Primary Clinician and click Save to finish.