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Transfer Patients - Pearl Dental Software
19300
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Transfer Patients

Transfer Patients

How to transfer patients from one practitioner to another.         

Transferring Patients

 

1) At the top of the screen, select the ‘Utilities’ tab. A list will appear where you can select the specific utility option you are looking for.

2) To transfer patients from one practitioner to another, select ‘Transfer Patients’. A new window will pop up.

 

3) Select the practitioner you wish to transfer from using the drop down menu. Do the same for the practitioner you wish to transfer to.

4) You are then given three options to choose from. ‘Transfer ALL’, which allows you to transfer all appointments that the existing practitioner has to another. ‘Transfer Appointments from’ allows you to transfer all the appointments from a specific date. ‘Transfer Accounts’ will send all accounts related to that practitioner.

 

5) Tick the boxes that are relevant to you.

 

6) Once ready, select the ‘Transfer’ button and it will update.