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Home > Patient Records > How Do I Assign a Patient to a Corporate?

 How Do I Assign a Patient to a Corporate?

In the Patient Record:

Patients can be assigned to (and removed from) a Corporate. To do this, click onto Update and Other Actions. Choose "Assign to Corporate". The following box appears:



Pick the client and press Select. To remove, click onto Update and Other Actions. Choose "Remove from Corporate". Note that this option is always called "Assign to a Corporate" unless they have already been assigned to one.

This can also be managed in the setup under Menu - Setup - Till - Corporate - Update - Patients .