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

  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 on the Client Name heading in the column to arrange the clients’ names alphabetically.
  1. Click the drop-down arrow in the Status column and select Transfer. The Census Management – Transfer screen opens.
  1. In the Program field, select the new program to transfer the client to.
  2. Search for and select an open bed in the new program if this is needed.
  3. Complete the remaining fields on the Census Management – Transfer page.
  4. When the screen is complete, click the Save and Close button in the tool bar. The list page opens.