Permissions
✅ Clinician: Can access and transfer their own Clients.
✅ Supervisor: Can access and transfer any Client.
❌ Biller: Billing roles alone do not have access any Client profiles.
✅ Admin: Can access and transfer any Client.
How to Transfer a Client to a different Staff Member
Navigate to the Clients page within your Blueprint account
Find the Client you wish to transfer and open their profile
Click their blue Actions button towards upper-right the Client Summary
Select Transfer Client
Choose the Staff Member you'd like to transfer the Client to
Click Confirm
Other Notes
If you are deleting a Staff Member and need to transfer all of their Clients to another Staff Member at once, check out this article on how to do so: Delete a Staff Member
Upon transfer, the Client will be unassigned from all currently assigned Staff Members. To share access to a Client's profile with another Staff Member, you can assign additional Staff Members instead of transferring completely. More info here: Assign Multiple Clinicians to a Client
Whoever the Client is transferred to becomes the Client's "Primary Clinician", which is who their Satisfaction With Care (CARE) survey responses are recorded under in the Client Satisfaction report.
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