Description - This page shows to how to Transfer a Service User to another Practitioner on Portal
Step | Screenshot | Description |
1 | Log into the portal and click on Service User Management button, or navigate to Manager > Service User | |
2 | Click Practitioners to see the list of Practitioners that the Service User has been assigned to Within the Service user’s detail screen, click on the Assign to button | |
3 | Prime Practitioner can be selected from the list by clicking on this button A pop up window will open showing a list of all Practitioners. Find the one you want to transfer the Service User to and click on the small checkbox on the left hand side. (It should go blue). You may also want to locate the Practitioner who no longer has this Service User assigned to them and click on the blue checkbox next to their name. This will unselect them and the box should turn white. | |
4 | Click on the blue Save button. |
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