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At times it may be necessary to move patients in your unit from one caseload to another. There are a couple of ways to do this and preference will depend on your method of working.


From the Caseloads screen

1. Access the Caseloads screen by clicking the Workflow menu > Caseloads

2. Access the patient list by clicking on the required caseload on the left hand side of your screen. 

3. Highlight the patient on the list and either right-click > reassign caseload, or single click to highlight then click the Reassign Caseload Holder button on the toolbar. 

4. Choose the new caseload from the popup window. Click OK. 


From within the patient record

1. Open the required patient record. 

2. Click the Referrals node of the clinical tree. 

3. Right-click on the required referral (paying attention to choose the correct referral if the patient has more than one) and choose Reassign Caseload Holder from the popup menu.

4. Choose the new caseload from the popup window. Click OK. 


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