Changing Case Owners

Created by Brendan Madden, Modified on Wed, 30 Apr at 12:30 PM by Brendan Madden

Changing Case Owners

To change the Case Owner fist select the Case and then click on Change Owner.


Then click on the down arrow to the right of the Choose owner box and select the new Owner from the list

Please note if the Clinician is not at the same Location as the Case and Client(s) they will not appear on the list and you cannot change owner to a Clinician who is in a different location from the Case/Client.

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