The following frequently asked questions regarding the Transfers feature can be a useful reference when you have your own questions about the functionality. Click a question from the list here to navigate directly to the corresponding answer, or scroll through the full list of questions and answers below.
When a client is transferred using the Client Transfers feature, the most recent FormBuilder forms filled out in the client's transferring-out program can be copied to the transferring-in program. Form data will automatically be copied in this scenario only when ALL of the following are true:
The "Allow option to copy over pre-existing form data" option available during FormBuilder configuration is set to "Yes" - This drop-down must be set to "Yes" for the form in order for form data to be automatically copied from one program to another.
TIP: If the source and destination programs are in different divisions (when working in a divisional database), the optional Copy Across Divisions? form setting must also be set to "Yes."
The location is set to face sheet, as a charting event, on the Services fly-out, the Medical fly-out, or the Employment Jobs fly-out - Form data only copies over when the forms are located under the following:
- Services - as a link on the Services-Individual fly-out
- Listed as a Charting event, available under outcomes
- Medical - as a link on the Medical fly-out
- Employment Jobs - as a link on the Jobs fly-out
The location and form are the same for both the transferring-out program and the transferring-in program - For example, if both programs have the same assessment form located on the face sheet, data will copy over. If that same form is located under intake in the transferring-out program and the face sheet in the transferring-in program, data will not copy over.
If a client has an active program status record (one without an end date) when he/she is transferred, that record automatically receives an end date that reflects the transferring out date.
The program selection list includes only those programs you have chart access to that have a program type shared by at least one other program in AWARDS. Among those programs, HMIS programs are excluded as the transfers functionality is not available in an HMIS setting.