Change a Patient's Group

Instructions:

1. Log in to CareSimple.

2. Press "Patients" located on the left side of the portal.

3. Select a group

4. Select the desired patient

5. Select the modify icon to update the patient profile

6. A pop up will open. Scroll down to group. Click on the arrow and a dropdown menu will appear.

7. Select the new Group in the drop-down menu and press save

8. A warning message like the following will appear. If you wish to proceed with this action, select Move Patient Regardless. If not, select Cancel.

9. The patient will be found under the new group assigned.

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