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Change a referral centre for a client

Update the referral centre for a client’s case directly from the case view.

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Written by Connor Baeza
Updated over 3 months ago

You can change the referral centre for a case in the client information.

  1. Click Client Tools.

  2. Click Find Client.

  3. Click show all.

  4. Use the search box to find the client.

  5. Under Actions, click Show Cases.

  6. Click the View Case button next to the case you wish to change.

  7. Click the pencil image.png button in the top-left corner.

  8. Use the Owned by Centre/Hub list to select the new refer centre.

  9. Click Save Changes

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