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How to Assign a Note to Another Patient?

Learn how to link a note to the correct patient in Berries.

Updated today

Sometimes a note may be assigned to the wrong patient, especially if you're conducting multiple sessions back to back. In Berries, it’s quick and easy to reassign a note to the correct patient. Follow the steps below to make sure everything stays organized and accurate.

1. Open the Note

Open the note you want to assign to the correct patient.

2. Click the Pen Icon

Next to the patient’s name at the top of the note, click the Pen icon.

3. Select the Correct Patient

From the patients dropdown list, select the correct name and the note will be reassigned automatically.


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