Search and change

Sometimes you may need to change information on multiple patients in bulk, a search and change can help reduce the time you spend performing this.

• Change patients and/or appointments for a provider who has left
• Change patients to a new payor
• Change patients to inactive status
• Transfer booked appointments for a provider having time off
• Set patient contact preferences and SMS status
• Rollback previous changes made using this wizard

To help you understand if a search and change is the option you need, you first need to know what options are available to be changed by this feature. The following list is available to you within your practice.

Change patients and/or appointments for a provider who has left

This option is perfect for when you need to change all the patients of one provider to another and/or move their appointments to a different provider.

Change patients to a new payor

When moving a bulk number of patients to a different payor, this option can be used with the additional option of only moving the patients of one selected provider.

Change patients to inactive status

Used when making patients who have not attended the practice since X date inactive to get a clearer idea of your active patients.

Transfer booked appointments for a provider having time off

If a provider is having a prolonged period of time off, for sickness or maternity/paternity or other, this option can be used to move all of the selected providers patients to a new provider within a selected date range.

Set patient contact preferences and SMS status

This option allows you to change the contact preferences and SMS status of selection of your patients.

Select this option to be able to change the following patient contact preference or SMS statuses.

Rollback previous changes made using this wizard

Please refer to the dedicated Rolling back a search and change help article.