Map Patients to Providers
This article will outline how to map Patients to Providers. This is only effective if the related provider is associated to a username that has it's permissions "Limited to Clinician". This is also only available to users that have admin privileges in the practice's PsychEase environment.
Start by clicking the "Admin" menu item near the top right-hand corner of the page. You'll then click the "Map Patients to Providers" sub-menu item.
A new tool will open up where you will search for the patient you wish to have provider mapping configured. Search with the patient's last name first and click the desired patient's name.
With the patient selected, you can then click the "+" icon below the search field; this brings up a dropdown for you to scroll/navigate to find the provider you wish to map to this patient. Click the name of the relevant provider when located and it will be added to the mapped provider table.
Ensure you click the save icon to complete the mapping of the selected provider. From there you can repeat the previous step to map another provider to the patient, or hit the "close" button to leave this tool.