How to Transfer Orders to a New Program

This workflow will show how to How to Transfer existing Orders to a New Program in the Client Orders (Client) screen. In order to utilize this workflow, the Client must already be enrolled in or transferred to a bed in a different program.

  1. Click on the Search icon with the client open. 
  2. Type Client Orders in the search bar.
  3. Select Client Orders (Client) from the search results.
  1. This will bring up the Client Orders (Client) list page. Use the filters as needed.
  1. Click the New button in the top right.
  1. This will open the Client Order Selection Popup window. Click the checkbox for all the orders you will be transferring.
  2. Click OK. 
  1. The CDAG Program Enrollment will popup. Select the New Program’s Enrollment using the dropdown.
  2. Click OK.
  1. This will bring you to the list of Client Orders you selected. Click the Plus icon in the top right.
Note: This will show the drop-down for the Program Enrollment. If you need to double check your selection or make any changes, you can do so at this time.
  1. Click Sign.

Video Walk-Through