AE Practice Manager

[Orrsomeh]

I'd like to reasign a number of clients to a different client manager. Is there an efficient way to assign the new manager to large groups? i.e all child codes appearing under a parent code without individually editing

[Linda_K]

Hi @Orrsomeh,

Thank you for your post.

At present in AE Practice Manager, you can run a bulk responsibility transfer from one Partner/Manager to another from an effective date.

The way this function works is that it will transfer ALL clients associated to the old Partner/Manager, and transfer these clients to the new Partner/Manager.  Unfortunately, you can not manually select which clients you wish to transfer.

If this what you are after, then refer to KB 33769: How do I run a bulk Responsibility Update to globally change the Manager or Team Member at...

If this function does not meet your requirements, then you will need to manually change the responsibility for each client.

Hope this helps with your query.