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Assigning a patient to a panel
Assigning a patient to a panel
Updated over a week ago

Once you have created panels for the clinic (see Managing panels for the clinic), you can assign patients to one or more panels. You do this from the Assigned Panels widget in the dashboard view of the patient's chart. The Assigned Panels widget is displayed by default once panels are enabled for your system.

💡 Tip: If CPAR was recently enabled for your system, or a new provider joins your clinic, you can bulk assign patients to a panel instead of doing it one by one. For more information, see Performing bulk actions for a panel.


1. Open the patient's chart and, in the dashboard view, locate the Assigned Panels widget. Click Assign Panels.

💡 Tip: If the Assigned Panels widget was hidden, you can re-add it by clicking the plus icon. For more information, see Customizing the patient dashboard.

2. In the window that appears, click + Assign Panel.

3. Select a panel from the list, or search for the panel in the Search field. You can search for a panel by the panel name, provider name, or the panel number (if one exists).

💡 Tip: Both CPAR and regular panels appear in the list. CPAR panels display the panel number to the right of the panel name.

4. The selected panel appears in the window. The Confirm checkbox is automatically selected and the panel confirmation date will be set to the current date.

💡 Tip: Click + Assign Panel again to assign multiple panels.

5. Click Save. The selected panel and panel details appear in the patient's Assigned Panels widget.

💡 Tip: You can also see a patient's assigned panels when viewing the details of an appointment for that patient and hovering your cursor over Quick View.

After a patient is assigned to a panel, you should regularly confirm their attachment to the panel and delete the patient from the panel (or reassign to a different panel) if necessary. See Viewing and confirming a patient's panels and Removing a patient from a panel for more information.

Updated August 5, 2022

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