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Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Reassign Role from the dropdown menu.
Select the Staff from the dropdown menu.
Select from the Select Role or All Roles radio buttons.
If the Select Role radio button is selected, select the role from the dropdown menu.Select the New Role from the dropdown menu.
Select REASSIGN ROLE to reassign the role.
Otherwise, select CANCEL to return to the previous screen.
Reassign Staff
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Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Reassign Staff from the dropdown menu.
Select from the Team or Individual radio buttons.
For either the Team or Individual radio buttons, select the From and To from the dropdown menu.
Enter any relevant Comments.
The comment “Bulk Change” is added by default.Place checkmarks in any or all of the Reassign Case Staff, Reassign Tasks, Reassign Appointments, Reassign Medical Records Requests, and Send Invite/Cancel Requests checkboxes.
Select REASSIGN STAFF to reassign staff.
Otherwise, select CANCEL to return to the previous screen.
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