Transfer Caseload

Transfer caseload clients from one user to another.

Prerequisite: A caseload type must be defined in the Caseload Type Definition form.

1. ---

   Go to: RADplus Utilities > Caseload Management > Transfer Caseload
2. Open the Transfer Caseload form (see below).
3. In the Caseload Assignment Type field, select the Caseload Type. Caseload types with assigned clients are available.
4. In the Transfer Caseload From field, enter the user name whose caseload clients are being removed. Click Enter to select.
5. In the Transfer Caseload To field, enter the user name the caseload entries will be transferred to.
6. In the Reason For Transfer field, enter the caseload transfer reason. This information is filed as a Sticky note for the form row in the caseload assignment.
7. In the All or Selected Caseload Entries field, choose one of the following options:
   • Select All to transfer an entire caseload.
   • Choose Selected to transfer specific clients in a caseload.
   • Click Select Caseload Entries. The Select Caseload Entries screen displays. Select the entries, then click Ok.

8. In the Step Through Each Entry Upon Filing field, choose one of the following options:

   • Select Yes to step through the transfer of each client when you click Submit. A dialog box will display for each client in the caseload. Click Transfer or click Skip for each client entry.
   • Select No to transfer the caseload when you click Submit without verifying each client.
9. Click Submit.

► Test Script

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.

• myAvatar NX Test Script - PM - Transfer Caseload.docx