Reassign Clients to a New Provider

Each client in your portal is associated with a primary provider. The primary provider is shown in Organization Reports as a column, and also affects permissions & visibility, depending on your provider settings. 

Change a Client's Primary Provider

You may want to change the primary provider of a specific client, e.g., if the client will be primarily working with another provider in your organization. To change the primary provider assigned to a client, please follow these steps:

• Navigate to Client Profile > Actions > Client Info > Personal information
• Adjust the Provider field to select another team member (Note: you cannot assign a client to a Support team member) 

Note: When a client's Primary Provider is changed, essentially other than the provider re-assignment, nothing else changes.

Reassign Multiple Clients at Once

A forthcoming update will enable providers to bulk edit clients, and reassign to a new provider.