From the Individual’s Profile screen, select the Relations tab. Select the pencil next to the role that you want to change.
Use the relationship type drop down menu to select the appropriate role. In this case, we are switching her from support staff to veterinary assistant.
If this is their primary hospital, click the primary box. Click Save.
Go back to the Individual’s Profile screen and click on the EDIT NAME & ADDRESS button.
In the Individual Name & Address Information screen, use the individual type drop down menu to select the correct role. Click Save.
If you have any feedback on this article, we would greatly appreciate it if you could send it to liana.jensen@aaha.com.