12 Case Documentation
Revised: 08/03
12-03 Transfer of Cases
When a request for a case transfer is received:
The sending counselor must consult with their Area Manager to obtain approval on the transfer.
Once approved by the Area Manager, the sending counselor must notify and provide guest access to the receiving Area Manager for review.
Once approved by the receiving Area Manager, he or she shall notify the sending counselor and provide name of the new counselor assigned.
Transfer will be initiated in AWARE by the sending counselor.See the AWAREHelp
Consultation between the sending counselor and receiving counselor should occur as necessary to facilitate a smooth and efficient transfer.
Transfer requests and other aspects of the transfer process should be communicated via e-mail as appropriate and documented in case notes.
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