Reassigning a Caseload

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To reassign a service coordinator's entire caseload to another counselor/case manager, complete the following steps:

    1. Click the Program drop-down arrow in the upper-right corner of the page and select the program associated with the client for whom service coordinator changes are to be made.
    2. Click Charts from the left-hand menu, and then click Services - Individual.  The Individual Services fly-out menu is displayed.
    3. Click Service Coordinators.  The Service Coordinator Data Entry Selections page is displayed.

    1. Click the Coordinator drop-down arrow and select the service coordinator whose caseload is to be reassigned.  The Service Coordinator Assignments page is automatically displayed.
    2. Click the New Coordinator drop-down arrow and select the individual who is to act as the new service coordinator for each consumer in this caseload.
    3. Click UPDATE.  The service coordinator information is saved and a read-only report version of the information is displayed on the Service Coordinators Assignments page.

  TIP: To make additional changes to the service coordinator information at this time, click DATA ENTRY to return to the Service Coordinator Assignments update page.

The process of reassigning a service coordinator's entire caseload is now complete.