mass changes to a therapist caseload

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Stacy Fye

• October 26, 2021 17:38

Is there a way to do mass changes of switching a therapists entire caseload to a new therapist? Or does it need to be done individually? 

 

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  Sara

  • October 26, 2021 19:29

  Hi Stacy,

  This can only be done when you delete that clinician from your account. When you remove a clinician, you are given the option of selecting the other clinician you would like to automatically reassign all of the deleted clinician's clients to.

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