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Help > Module 11: Participant Portal in HANDS > Transfer Portal Client into HANDS
Transfer Portal Client into HANDS

Provides Clinic staff the ability to transfer the client information into HANDS resulting in the creation of a Family and Client record.

To transfer Client into HANDS:

1.     Click checkbox for desired client.

2.     Click Transfer

3.     Transfer Client Registration popup appears. See Module 11: Figure 8 below.

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Module 11: Figure 8: Transfer Client Registration.

 

4.     Click OK.

5.     Family screen is populated in WIC Services. Portal Client is now in HANDS. See Module 11: Figure 9 below.

Module 11: Figure 9: Client record transferred to HANDS.