Please make sure you have added the provider to your provider list by following these steps before completing the below.
There may be cases when you want to re-assign a provider to a large group of patients for example, if a provider leaves a practice, or if you have a new provider join a practice! To bulk re-assign patients from one provider to another follow the steps below:
1) Navigate your patient list in Hint and filter by the current "Provider":
2)Click "Export to CSV" in the upper right-hand corner:
3) A pop-up will open. Click "Unselect All". Scroll in the list to select the fields you would like to select, which are:
Patient ID
First Name
Last Name
Date of Birth
Provider
Then click "Export"
4) Once the CSV file downloads replace the current provider's name with the new provider's name by doing the following:
Make sure the provider name is spelled as it is displayed in the Hint App
5) Save the new file with the updated provider
6) Now upload your new file to your Hint Patient list by going to the main Patient List page click "Upload from CSV"
7) Scroll to "Choose File" and upload your new CSV file with the newly assigned provider.
8) Your patients will now be assigned to the new provider!