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How to Manage/ Unmanage Patients

Did you know you can now manage and unmanage your Patients? 

You can do this one of two ways 

The click/unclick method

- Hover over the manage/unmanage option 

- Click/ unclick it to turn on/off the option to manage/unmanage 

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The checkbox click method for 1 -multiple patients

- Click the checkbox on the patients you want to edit and a tab at the bottom will appear 

- Click the Mark Manage to turn them FROM unmanaged TO managed 

- Click the Mark Unmanaged to turn them FROM Managed TO unmanaged

Screen Shot 2026-05-13 at 11.35.56 AM