This section discusses how to reassign Case Managers (Assigned Staff)
Reassigning a Case Manager (Assigned Staff)
Clarity defaults to the Case Manager (Assigned Staff) who enrolled the client into the Agency program.
To reassign a Case Manager for the Client, go to the client’s program tab and edit the Program, in the Program history.
Once in the program, to the right of the screen in the sideboard locate the Assigned Staff name, click on the edit icon to the right of the name.
A drop down menu will have a list of all the active staff within your agency. Choose the new Case Manager (assigned staff) from the list.
(Note: In this drop down menu, there is also an option to Make Program Private. Enabling this will case the program enrollment to be "invisible" to all other agencies in your CoC. Most CoC's have specific policies about the use of this privacy feature, so please refer to your CoC Lead Agency's policies and procedures before making use of it.)