Use this guide to record or update the General Practitioner (GP) practice linked to a client's case. You may need to do this when a client registers with a new GP or when an existing record needs correcting.
📌 Note: You will need access to the client record and their associated case to complete this task.
Entering or updating a client’s GP practice
Follow the steps below:
Go to Client Tools, then select Find Client.
Click Show to display the list of clients.
Locate the relevant client, then click Show Cases in the Actions column.
On the Case Overview screen, find the correct case.
Click the pencil icon next to the case to open the Edit Case page.
Scroll down to the Client’s GP Practice field.
Click into the field and select the appropriate GP practice from the drop-down list.
Click Save Changes to confirm your update.
📌 Note: If the GP practice you need is not visible in the drop down list, check for spelling variations or confirm that the practice has been set up in the system.