Transferring client records to another service

There is no feature which enables your service to hand over a record to another service.

You can, however, export client records one at a time, which you could potentially had over to the service taking over the case. 

It is important that the client has given permission for their record to be passed on.

Export a client record

1 – Navigate to the record you wish to export.

2 – Click on the name of the client in the side-navigation menu.

3 – Click on the Export client record button.

This will download a zip file with PDFs containing the client intake form, case form, case notes, budgets and debt schedules.