Change patient on a log entry (Standalone)
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Created by: CSR1 Support
Modified on: Tue, 17 Sep, 2024 at 1:53 PM
- If a log entry was logged under the incorrect patient and is still in the Pending section of your reconcile screen, you are able to change the patient
- Select the log entry open and select Edit
- Scroll down to the patient and client information, there you will see a button to "Change Patient/Client"
- Once you confirm that this is the action you wish to take, you will see the search fields to locate the current patient/client
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