When a Clarity user leaves
When a Clarity user leaves and agency, there should be a way to switch all clients on that user's caseload en masse and change them to another assigned staff member, rather than having to go to each client's program page individually.
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Thank you for your feedback. We are currently reviewing this request.
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Elisa Rawlinson commented
When a case manager leaves an agency or caseload is moved to a different case manager, the current workflow is for a manager or Admin to manually go through each client record in the caseload and switch to a new case manager. It would be helpful to be able to bulk switch an entire caseload from one case manager to another.
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Javi Pinedo commented
It would be great if during turnover of HMIS clarity users, that there be a report an agency could run, to change the caseload of one staff member to another in a bulk form versus going to each profile and individually switching staff.