How to set a healthcare provider as primary for a Client

This guide provides a quick and easy way to set a healthcare provider as the primary option for a client. By following the simple steps outlined, users can ensure that the chosen doctor is designated as the primary healthcare provider for efficient and effective care.

2 steps

Abamatrix

From the Client Details section go to the Health Care providers tab. Then click on the 3 dots (at the end of the row) for the Doctor that you want to set as primary:

Then click on "Set Primary"

How to set a healthcare provider as primary for a Client

2 steps

Abamatrix

From the Client Details section go to the Health Care providers tab. Then click on the 3 dots (at the end of the row) for the Doctor that you want to set as primary:

Then click on "Set Primary"