Each client in PPS can be registered to a particular practitioner via the Practitioner field at the top of the Client Details screen.
If at any point you need to reallocate all clients associated to one particular practitioner across to another then you can do so using the following method.
a. To begin, you will need to run a report that gathers together all the clients currently assigned to one practitioner. To do this go to Reports > Reports & Mail Merge > Client. Double click on the Client List report.
b. Once in the Select screen you'll need to select the practitioner that you want to move all the clients from. In the example below we'll be reallocating all of Angela West's clients to Alex Jones. Once you've selected the practitioner press Finish.
c. From here choose the Update option.
d. In the Client Status tab select the practitioner you're reassigning clients to in the "Change the Practitioner..." dropdown. The red text at the bottom of the screen will confirm the number of clients set to be updated. Press Go! to commence.
Allow the updates to complete before continuing use of PPS.