Go to the 'Client Case' page of the case management system
Select the client case š§ whom you want to move to another member of the staff by clicking on their name
Select the Account Icon š under the client
Click on the dropdown option under staff members and tick the staff member you would like to assign the client to. Remember to untick the current staff member š
You have now changed the staff member assigned to this client! š
How to transfer a patient to another staff member?
Follow this guide to transfer a patient to another member of your team.
Written by Sonja Gebhardt