If Users need to add a care manager to an individual member that is not assigned a care manager OR transfer an individual member that is assigned to one care manager to another care manager in FCM, follow the guide below:
If Users need to transfer all members that are assigned to one care manager to another care manager in the FCM:
1. On the main Patient's screen, filter to the care manager whose associated members need to transfer to a different account.
2. Click the Action button and click the option “Assign to Care Manager”.
3. On the assignment screen, in the Care Manager drop-down find the new care manager’s name who needs to be assigned these members. Scroll to the bottom of the page and click “Complete Assignments”.
Questions?
Submit a support ticket and we'd be happy to help!