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.
You must be an
admin to reassign clients or the
owner of the TherapyZen account. The
Primary Clinician has sole ownership of the client record and is the clinician name inserted into automated emails or text messages sent to the client for notifications such as appointment reminders.
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 'Clients' tab on the clinician's profile. Find the client or clients you wish to reassign by selecting and click the Re-assign button at the top of the list.
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.
