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How to transfer a client to a different clinician

Move a client’s profile to another clinician or adjust clinician assignments

Written by Aminda Villamagna
Updated over 2 weeks ago

Tthere are two ways to update clinician assignments for a client:

  • Transfer client -- moves the client fully from one clinician to another

  • Manage assigned clinicians -- adds or removes clinicians without fully transferring ownership


How to transfer a client

  1. Navigate to the client's profile within your Blueprint account

  2. Click the Actions button (top-right corner of their profile)

  3. Select one of the following:

    1. Transfer client -- to completely transfer their profile from one clinician to another

    2. Managed assigned clinicians -- to add additional clinicians or remove them

  4. Choose the clinician you'd like to assign

  5. Click Confirm

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