Overview
What is the Change Provider bulk action?
The Change Provider bulk action lets you reassign a group of patients to a new primary provider in one step, instead of updating each patient’s chart individually. It’s available from the Patient List Report, using the same multi-select workflow as Send Bulk Letter and Change Status.This feature may not be available to all practices yet. If you don’t see Change Provider in the Edit Patients dropdown, reach out to Elation Support via I need help.
What can I use it for?
- A provider is leaving the practice and their patients need a new primary provider — see Patient Passport Messages in the deactivation guide.
- Rebalancing patient panels across providers.
- Any other bulk change to who’s listed as a patient’s Provider assigned in practice.
Workflow Instructions
Bulk reassigning patients
1
Generate a Patient List
Go to Reports → Patient List and filter for the patients you want to reassign (e.g. by current provider).
2
Select the patients
Check the box next to each patient, or check the box at the top of the list to select every patient matching your filters — not just the current page.
3
Open Change Provider
Click the Edit Patients dropdown at the top of the results and select Change Provider.
4
Choose the new provider
Search for and select the New primary provider in the dialog.
5
Review what will and won't change
The dialog lists what updates automatically and what you’ll still need to handle yourself (see below). If any selected patients are VIP, a note tells you how many will be skipped.
6
Click Reassign
Click Reassign [N] patients. Reassignment runs in the background — you’ll see a confirmation toast when it’s done. If the new assignment doesn’t appear right away, click Generate List again to refresh the report.
What changes automatically
- The Provider assigned in practice field on each patient’s Demographics record.
- New Patient Passport messages start routing to the new provider going forward.
What you still need to handle yourself
Reassigning a patient’s provider does not move the following — handle each of these individually:- Prescription refills — the new provider needs to send a fresh prescription to the pharmacy; existing refill requests stay tied to the original prescriber.
- Message threads — past Patient Letters and Office Messages stay in the old provider’s inbox.
- Scheduled appointments — edit each appointment to move it to the new provider’s calendar.
- Pending refill requests and unsigned lab orders — these need manual, per-patient review by an active provider.
- Care team memberships — the old provider isn’t automatically removed from the Care Team.