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Patients and team

Transfer a patient

Hand a patient to a colleague. They become the lead vet; you stay on the team.

Updated

At a glance

Who can use this: Veterinarian and Veterinary nurse
Works in: Web app

Before you start

  • Only the lead vet can transfer a patient.
  • You can hand it to any vet or nurse of your clinic.

Steps

Open the transfer

On the patient's page, select Transfer patient next to your name as Lead vet. It is also at the bottom of Patient details.

Choose the colleague

Pick your colleague from the list. Under Handover note (optional), tell them what they should know before taking over: what is pending, what the owner was told.

The transfer next to the patient, with the new lead vet picked.

Transfer

Select Transfer. Your colleague gets a notification with your note.

What you've got now

Your colleague is the lead vet and finds the patient under My patients. You stay on the team as a team member: you still see the patient, its documents and its conversation, now under Team patients.

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