This is a very common question. As a starting point, it's important to note that you do not need to delete a patient / client and start a brand new account for the patient simply to start a new program or re-start one the patient has already been following. Removing a plan, adding a new one, or restarting a plan is actually very simple.
1. Log in to your account if you are not already logged in
2. Click on the Patients tab
3. Find the patient, using the search box if necessary
4. In the patient's record, click on the Manage Plans button. This will display all plans already deployed to the account and below that, any plans that are available to be deployed.
5. To remove a plan from the patient's account, click REMOVE next to any deployed plan
6. To restart the same plan that is already deployed, first click in the date field, choose a new date, and then click CHANGE
7. As an alternative, you can also restart a plan by removing it and then re-adding it. This will cause an email alert to the patient that a "new" plan has been added.
Note: If you know from the get-go that you're going to want a patient to go through a plan once or multiple times, choose the "repeat once" or "repeat indefinitely" options when you're selecting what happens when the plan ends during enrollment.
Want a quick tutorial on this or any other function? Send an email to info@bodysite.com and we'll help you out!