How do I assign or unassign a chart from a clinician in my group?

Group owners and super admins can assign charts to any clinician in the group. The clinician to whom a chart is assigned will have access to the areas of the chart, dependent on the permissions set for them. 

Assigning a chart to a clinician

1. From the main dashboard, click on the ''Owner'' tab and then on ''Charts''. 

2. On the ''Charts'' section, click on the checkbox next to the patient you would like to assign to a clinician in your group. 

3. Click on the ''I want to...'' dropdown menu and select ''Assign to a Clinician''. 

4. Click on the checkbox next to the clinician(s) to whom you'd like to assign the chart and click on ''Yes''. 

5. The clinician(s) selected will be notified that you have assigned a chart to them. Click on ''Yes, proceed'' to move forward. 

6. A success message will indicate that the process was completed successfully. 

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Removing a chart from a clinician

1. From the main dashboard, click on the ''Owner'' tab and then on ''Charts''. 

2. On the ''Charts'' section, click on the checkbox next to the patient you would like to unassign from a clinician in your group. 

3. Click on the ''I want to...'' dropdown menu and select, ''Remove clinicians''. 

4. Click on the checkbox next to the name(s) of the clinician(s) you'd like to unassign from the patient/client and click on ''Save''. 

5. The changes will be effected immediately, and you'll see a success notification on your screen. 

If you have any questions, please contact us.