Only referrals that are associated with your account under "Priority Referrals" or "My Referrals", you can "transfer". If you see a referral in "Referral at location" that is not associated with your name, then the CSP associated with that referral must transfer them for you or you may contact our support team, at 1-844-516-1438 option 1 (M-F 9am to 5pm).
- Log in https://referral.buildingbettercaregivers.org/
- Go to "Priority Referrals" or "My Referrals"
- Click "Transfer" on the caregivers referral record
- Verify "State" and "Location" and select the new designated CSP for the caregiver under "User" (POC for the site is usually best to select if you do not know their CSP)
- Click "Transfer"
The caregiver has now been transferred and will no longer appear on your "My Referrals" or "Priority Referrals" unless your are a POC/backup POC and you transferred WITHIN your site.