Before you start
- Make sure the staff member has accepted their invite.
- Check whether the participant should be assigned to a coordinator, therapist or both.
- Confirm no open urgent tasks are missed during reassignment.
Step 1
Open the participant profile or caseload page
Use Participants for one record or Caseload for a wider view. Managers can compare assignments, plan review risk and active work across the team.
Step 2
Set the primary coordinator
Edit the participant and choose the primary coordinator. This controls what coordinator scoped users can see in lists, dashboards and searches.
Step 3
Use bulk reassignment when staff change
From the participant list or manager tools, select multiple participants and reassign them to the new coordinator when a staff member leaves or caseloads shift.
Step 4
Check linked work after reassignment
Review tasks, notes, appointments, plan review reminders and urgent communications so the new coordinator understands the current state.
Step 5
Archive inactive participants
If a participant has exited, update status or archive the record rather than leaving them in the active caseload.
What you should have now
Caseload views, scoped access and follow up ownership stay accurate across coordinator changes.