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> client transfer
client transfer
Pre-Transfer Preparation
Verify client information and contact details
Review client file for any special instructions or accommodations needed
Confirm availability of necessary transfer documents
Communication with Client
Notify client of upcoming transfer and provide details of new contact person
Obtain client consent for transfer and explain reasons for the change
Address any concerns or questions the client may have
Transfer Process
Arrange transportation for client to new location
Coordinate with receiving facility for client intake and orientation
Ensure all necessary paperwork is completed and transferred to new facility
Follow-Up
Follow up with client after transfer to ensure smooth transition
Update client file with new contact information and transfer details
Document transfer process and any feedback from client or receiving facility
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