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Moving an Integration Link From One Account to Another

You may need move a integration link from one account to another. If this is the case, see the steps below:

  1. Go to dashboard.touchmd.com
  2. Select “Patients”
  3. Search for the patient account that is housing the data needing to be moved and select “Edit”
  4. Scroll down and select “Begin the Process” under Merge & Move Data
  5. Search for the patient account needing to have the integration link moved to
  6. Tap “Continue”
  7. Select “Move”
  8. Scroll down to locate the integration links and select the desired link to move
  9. Tap “Move Data”
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Updated on September 28, 2022

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