Transferring a client referral

Use this process when a client needs to be transferred from one service or team to another in Recordbase.

When transferring a referral, you can either discharge the client from the current team or keep their referral active with the current team while they receive support from the new team.

Transfer a referral

1. Open the client's record.
2. Select Referrals.
3. Find the referral you want to transfer and select View.
4. Enter the Transfer Date.
5. Select the appropriate transfer option:
   • Transfer and Discharge
   • Transfer without discharging from current team

Follow the relevant steps below, depending on whether the client's involvement with the current team has concluded.

Choose the appropriate transfer option

Transfer and Discharge

Use this option when the client's involvement with the current service or team has concluded and no further activity is required with that team.

1. Select Transfer and Discharge.
2. Choose a Discharge Reason.
3. Select Save.

This option transfers the referral and discharges the client from the current team.

Transfer without discharging from the current team

Use this option when the client will continue receiving support from the current team while also being supported by the new team.

1. Select Transfer without discharging from current team.
2. Select Save.

This option allows the client to continue receiving support from the current team while their referral is transferred to the new team.

Which option should I choose?

• Transfer and Discharge – Choose this when the client's involvement with the current team has ended.
• Transfer without discharging – Choose this when the client will continue receiving support from the current team as well as the new team.

Important: Choose the option that reflects the client's ongoing involvement with the current team to ensure their referral and discharge information are recorded correctly.