How to transfer a patient to another staff member

Go to the 'Clients' page of the case management system

Select the client 🧑 whom you want to move to another member of the staff by clicking on their name

Select the 'Profile' tab 👇 under the client

Click 'Edit' under the 'Client status' 👇 box on the right-hand side of the page

You can then select a different member of staff to assign this patient, you can also select multiple staff members so the patient will appear in both of their caseloads by selecting them on the tick box

Click 'Save' ✅

You have now changed the staff member assigned to this client! 🎉