Step 1: Open the Appointment

There are a few different ways to open an appointment, including:

From the Calendar

1. Navigate to the Calendar
2. Find and click on the appointment
   
   
    

From Appointments

1. Navigate to Appointments
2. Click on the date/time link 

From the Client's profile

1. Navigate to either All Clients or My Clients
2. Locate the client by searching
3. Click on their name to open their profile
4. Click on the appointment on the Appointments card
   
   

Step 2: Update the Primary Provider

There are two ways to update the primary provider of the appointment.

From the Manage Participants Window

1. Click Manage Participants
   
   
    
2. Click the flag icon beside the provider's name to mark them as the new primary provider
   
   

From the Edit Appointment Window

1. Within the Appointment Information portion on the left of the screen click on Edit
   
   
2. An Edit Appointment window will appear
   
   
    
3. Select the new primary provider from the dropdown
4. Click Edit Appointment to save the changes
   • If you do not want the participants to receive a change notification, uncheck Send update notification to participants