Migrating Patients from other Charge Bands

Article author
Ryan
  • Updated

Patients can be moved from one charge band to another in bulk. This may be useful, for example, when deleting a specific charge band.

In order to do this, go to 'Admin' > 'Billing Rules'. 

  • Expand the relevant company, and click on the charge band you wish to migrate patients to.
  • You should now see an ‘Add Patients’ button at the top of the page, click here to begin the migration.
  • Open the company and the charge band you wish to migrate the patients from. You will now be informed of the number of patients who will be affected.
  • Click yes to complete the migration.

The patients from the old charge band will now be set with the new charge band as their default.