Practitioners and Users
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      Setting The Default Practitioner For New and Existing Clients

      Set a default primary practitioner for new clients and existing clients in Zanda

      In this article:

      Setting The Default Practitioner For New Clients

      In Zanda, you have the ability to designate a default primary practitioner for all new clients. Once this setting is configured, the selected practitioner will automatically be assigned as the primary practitioner whenever a new client registers through your Client Portal or when you create a new client manually by navigating to People > Create.

      To set the default primary practitioner, please follow these steps:

      1. Go to Settings > Team > Practitioners.
      2. Click on the practitioner name i.e. practitioner who you want to set as default.
      3. Navigate to Settings. 
      4. Turn on the Default for New Clients switch on. 
      5. Click Save.

      Important

      Please note that only active practitioners can be set as the default primary practitioner. This means any time you deactivate a default practitioner, you would need to set another practitioner as the default. Also, only one practitioner can be set as the default primary practitioner for all new clients. 

      Updating The Preferred Practitioner of Existing Clients

      In Zanda, each client profile can be allocated to a preferred practitioner and and multiple assigned practitioners (when a client is treated by a team of practitioners). 

       Updating The Preferred Practitioner of Existing Clients Individually

      To assign or update a preferred practitioner and assigned practitioners for one particular client,

      1. Open their Zanda profile on the Admin > Manage page. 
      2. Select a preferred practitioner from an available dropdown list. 
      3. If multiple practitioners need to be given access to confidential clinical records of this client profile, select them in the Assigned Practitioners field. 
      4. Save the changes to the profile. 

      Updating The Preferred Practitioner of Existing Clients in Bulk

      When moving a caseload to other practitioner(s), use the Zanda's Bulk Update feature:

      1. Navigate to Tools > Bulk Update in your Zanda Account;
      2. Use the available advanced search filters to get the list of client profiles to be updated; 
      3. Select the new preferred practitioner;
      4. You can also add and remove assigned practitioners from client profiles, using this feature!
      5. Click 'Update'