How to Transfer Patients From Assigned Staff to Other Staff?

1. Go to the Service menu and under the PureCRM tab open Transfer Wellness coordinator.

2. First select the pipline from  which you want the list of patient.

3. Second select the user who’s patient you want to transfer.

On selecting from user you will get a list of patient who are currently under the selected “pipeline” and selected “from user”

4. Now to select a patient click on the check box as shown in the given image.

5. Select the “to user/staff” to whom you want to transfer the patients. 

6. Click on Transfer button.

The patient has successfuly transfered to the other user/staff.

                                    

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