SOAPware DocumentationFAQ's Summary/SOAPnote SpecificQ: How do you reassign ownership of a SOAP Note to another Provider?

Q: How do you reassign ownership of a SOAP Note to another Provider?

A: To reassign a current SOAP Note to another provider, click on the Reassign button in the mini-toolbar located behind the lower splitter bar.

*Note: If a SOAP Note has been signed off the provider/ownership cannot be reassigned.

Click the Reassign Documents button to change the provider ownership of document.

  1. In the Owner column, click on the name of the existing owner to receiving the drop down menu.
  2. Select the correct Owner/Provider from the drop-down menu.
  3. Click OK to save the changes.

The new Owner of the document will now display in the document list.