Reassigning recall records

Approximate reading time: 1 minute

Video details

Video title: Reassigning recall records

Video URL: Reassigning recall records (external website)

Video duration: 01:04

Video transcript

[Background music playing]

(Male presenter)

Hello, in this session we will cover how to reassign recall records to another therapist.

Reassigning is completed via the “Recall” screen.

To find the recall records assigned to the previous therapists click the search icon.

Tick the “Assessor box and enter the therapist's name in the text field under the “Contains” drop-down menu.

Press the “Enter” key twice.

Click the “Select All” box and click the “Edit” button.

From the drop-down menu in the text box select “Assessor”.

From the “Assessor” menu select the name of the therapist to reassign the record to.

Click “Apply” and click “Yes” to confirm the edit.

The selected recall records will now have the new therapist’s name displayed.

[Background music playing]