Background
Launch
Load and Transfer Caseload
Background
The Caseload Transfer Tool allows Clinical users as well as Super Users to batch transfer clients from one clinician to another. Note: Care Team Role is kept the same.
Launch
The Caseload Transfer Tool is launched within Admin Forms from the main toolbar.
Tip! This help file is accessible via the icon on the top right corner of the tool.
Load and Transfer Caseload
1. Enter the clinician name you want to Transfer FROM on the Load the caseload for field and click Load button
You can only manage caseload transfers for clinicians who belong to the current logged on POS!
2. All clients attached to the clinician displays
3. Select ALL (checkbox header) or some (individual checkboxes) clients you wish to transfer to another clinician
4. Enter the clinician name you want to Transfer TO on the Transfer the selected caseload to field and click Transfer button
You can only manage caseload transfers for clinicians who belong to the current logged on POS!
5. Confirm the transfer
6. In the Transfer Result column, Transfer Completed displays
Note: Your team may have a generic resource already that denotes that the specific care team role is unassigned. If not, there is a generic resource that is available across all POSes: #UNASSIGNED.