Transfer Caseload

The transfer caseload will assist staff throughout the day while trying to move patients from one user’s caseload to another.

1. In the Transfer Caseload From field, select the user who will relinquish the caseload.
2. In the Transfer Caseload To field, select the user who will receive the caseload.
3. In the Select Clients field, select which clients in the caseload should move to the other user's caseload.
4. Click Transfer Caseload.