How do I update the patient's account status on CollaborateMD?

Issue

How do I change the account type on a patient? 

Environment

CollaborateMD, Roles: User, Features/Location: Patient account on CMD

Resolution

Use the following steps to update the patient's account type on CollaborateMD:

1. Navigate to the Patient tab.
2. Search for the patient in question.
3. Open the patient.
4. Under Patient Info, you will see the Type drop-down.
   
5. This will allow you to select from a variety of different patient types, some of which can also be customized.

Note: You can customize the different Patient Types within your CollaborateMD account by going to Customer Setup and then selecting Customization. From there, select Customize Patient Account Types. 

Additional Information

Manage Custom Patient Account Types

Find or edit a Custom Patient Account Type