Transferring clients between practitioners
As a PT Direct admin, you can transfer clients between practitioners. This can be useful if a practitioner leaves your practice and you would like to transfer their clients to a colleague.
To transfer clients between practitioners:
- Go to the Practitioners page
- Click on the practitioner whose patients you would like to transfer
- Select the clients that you would like to transfer
- Select the practitioner to whom the clients should be transferred
- Click the "Transfer clients" button