Copying Clients from one provider to another

Copying Clients from one provider to another

If there are multiple providers in the same practice, clients can be copied from one provider to another in the same practice.

Go to Jituzu Client

Select the client and scroll to the bottom of the client record and click on the Provider name in the drop down box.

Once you have selected the provider to copy the record to, you will see a message that the copy was successful.

Still need help? Contact Us Contact Us