Transferring a patient to their own account allows them to continue using Maple while retaining their medical history as well as any insurance or other coverage that was on the original account.
Once the below steps are complete, the invitee will receive an email with a link for them to create their account.
Profiles cannot be transferred if there are outstanding prescriptions, specialist referrals, or lab requisitions.
Steps to transfer a patient profile
In the main menu, click Profiles.
Click Transfer profiles now. This button appears if a patient on your account is eligible for transfer.
Select the patient you would like to transfer, then click Start profile transfer.
Fill out the patient's email address, their relationship to you, and a security password.
Click Transfer profile to send the invitation. Once the invitation is accepted, the patient profile information will no longer appear on the original account.
In the main menu, click Profiles.
Click Transfer profiles now.
Select the patient you would like to transfer, then click Start profile transfer.
Fill out the patient's email address, their relationship to you, and a security password.
Click Transfer profile to send the invitation.