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 then pull up the home visitor that is leaving.
From the Home Screen, click Home Visitor Caseload on the left.
Once on the Caseload page, click the Pencil Icon for the home visitor you want to reassign.
At the top of the page, where it says "Update My Families - select "Reassign Families to"
And then select the home visitor that will be taking over the families.
Check off the famiiles the new home visitor will be taking. And click Save at the bottom.
It will ask you to confirm.
*If the caseload is going to more than one home visitor, repeat the process until the caseload has been reassigned.
Once the home visitor no longer has families assigned, you can go to the Home Visitor tab, and select the home visitor leaving.
Put in an End Date and then you can click to Deactivate at the bottom of the page.