How to Schedule a Transfer the Client from One Level of Care to Another

Schedule or complete a transfer for a client who is being admitted to a different Program. If you need to transfer the client to a new bed in the same Program, use the Bed Change directions. These steps can be performed in Bedboard or Residential/Bed Census.

Make sure the client is requested in the new Program before scheduling the transfer. See How to Request the Client into a Program for details.

Note: Scheduling a Transfer will not actually complete the transfer on the scheduled date and time. The user will still need to complete the transfer. See How to Transfer a Client for details.

  1. Click the Search icon.
  2. Type ‘Bedboard’ into the search bar. (Or, ‘Residential’.)
  3. Click to select Bedboard (My Office). [Or, Residential (My Office)]. 
  1. If desired, filter the list to determine the records that are shown.
  2. Find the client on the Bedboard list page. Tip: Click the Client Name column heading to place all the clients in alphabetical order and find the client.
  1. Click the drop-down arrow in the Status column and select Schedule Transfer. The Census Management – Schedule Transfer screen opens.
  1. Select the Program the client will be transferred into. If a different bed is needed, you can select it from the Bed dropdown or use Bed Search.
  2. Complete the remaining required and necessary fields on the screen.
  3. When the screen is complete, click the Save and Close button in the tool bar.