Sometimes, a doctor or client will sell their practice and will want a new owner to take over the website and account. When this happens, email the client the Change of Ownership form.
Once the client fills out the form, check with a Team Lead to see if we received the form. If it has been received, the Team Leads will put the form into a case, the billing manager will remove the billing on the account, and CS will reach out to get updated billing information.
Update the billing on the account, and select "Request Management" on the case. Make sure to include the new name and email that should be on the account in the case. The Team Lead will then update the account with the proper information. We cannot change the name or email on the account until we get updated billing.