How do I request a transfer of a case assigned to another agencys case manager?
First contact the currently assigned case manager (or the agency if the case manager is no longer there) via their contact information listed in the client record. You should also follow your agencies protocols for case transfers (i.e., any paperwork they may require). Then click on the box for the case transfer in the top right hand section of the green case management portion of the clients record. This will send an e-mail to both you and the current case manager. The case manager has 10 days to respond and either accept or deny the request, after that the case will go unassigned and you could then assign yourself.
