Reassign a Client to New Support Coordinator

Use the following steps to reassign a Client to a new Support Coordinator:

It is suggested to re-assign clients before the Support Co-ordinator account is deactivated ( if applicable ) as it will cause their assigned clients to be removed from the Support Co-ordination client list if it's not completed. 

1.      From the Main Menu, select Support Coordination and click on Clients.

2.      The Support Coordination Client List displays.  Click to Select a Client you wish to reassign to another Support Coordinator, and under Action click Re-assign CoS.

3.      The Re-assign CoS screen displays.  Click the down arrow on the Support Coordinator field.

4.      Select the new Support Coordinator for the Client.   Click Confirm to complete the re-assignment.

5.      The Client record will now display in the list for the new Support Coordinator

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