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.

1. 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:

2. Then click on "Set Primary"