How to Change a Patient's Assigned Clinician

Each patient in SigmaMD has an Assigned Clinician responsible for managing their care. If needed, you can update the assigned clinician directly from the patient’s chart.

Step 1: View Patient Details

• In the patient’s chart, click View patient details in the header.

Step 2: Update Clinical Details

• In the Clinical Details section. Select the Assigned clinician dropdown, and select the new provider.
• Review the patient’s Status (if needed).
• Click Save to confirm the change.

Important Notes

• Every patient must have one assigned clinician.
• Changing the assigned clinician does not affect the patient’s chart or records.
• Lab and imaging results waiting for review stay with the clinician who ordered them, or with the clinician picked as their Reviewer. Only results with neither move to the newly assigned clinician.
• Patients and caregivers will continue to see the same health history, but future visits and documentation will reflect the updated clinician.

• For practices with multiple locations, the new clinician must be assigned to the patient’s assigned location.