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How to Assign a Note to Another Patient?

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

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. Change Patient

To assign the note to the correct patient:

  1. Open the Actions menu.

  2. Click Change Patient.

  3. Select the correct patient from the dropdown list.


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For any further questions, feel free to reach out to us at [email protected]. We are here to help and honored to support you in your truly important work.

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