Associate Account

Created by Joel Bissonnette, Modified on Wed, 10 Dec, 2025 at 10:52 AM by Joel Bissonnette

- Go to Accounts -> Patients

- Search for patient and select patient

- On Summary page, scroll down to Associated Accounts and click box

- If account requesting association is listed click on that account

- Click Save


*If account requesting is not listed as associated account, reach out to Account Manager and ask if we can add the account to be associated.



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