If you need to transfer a record to another team to complete the 6 month assessment, you will need to use the 6 month assessment tool. Please do not transfer the record on Clinical Case Management - this requires the team to complete Sections 4 and 7, but a team performing only a 6 month assessment are only required to complete Section 8.
To transfer a record go to Clinical > 6 month assessment > Enter and transfer records and select "Search for patient ready for six month assessment" and tick "Show all teams". You can select the team performing the 6 month review and search for the patient to transfer. A transfer can only be performed when the record has been locked.
When the record has not been locked to discharge "Not locked to discharge, Not authorised to enter 6 month details" appears.