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Transferring a family to new home visitor


How do I transfer an existing family to a different Home Visitor?

You can do this one of two ways:

1. If you have just one family that needs to be reassigned, you can pull up the child from the Children tab. You will see about half way down where the home visitor is assigned. Change that to the new home visitor, and save at the bottom. If there are multiple children in a family, be sure to change all children.

2. If there are multiple families that need to be reassigned, go to the Home Visitor tab, and pull up the home visitor that is currently assigned. At the bottom of the screen, click the "reassign children" button. Once the screen opens, you can select a new home visitor for the families that need to be reassigned. Click "Refresh" when finished and you'll see the children are changed. Click "close window" when finished.

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Article details
Article ID: 25
Category: Knowledgebase
Date added: 2017-11-14 10:22:33
Rating (Votes): Article rated 2.6/5.0 (5)

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