Assigning clients to clinicians
How to assign or reassign clients to clinicians
NoteLead clinicians can help manage client flow by assigning clients to the right clinician. For inviting new clients, see the related article on inviting clients.
Assign a client to a clinician
As a lead clinician, you can assign or reassign a client to a clinician. This helps move clients from waiting into active care and supports continuity across the service.
A client's initial assessment can provide a clearer picture of their needs and help inform clinician allocation. This supports, rather than replaces, your service's usual allocation process and clinical judgement.
For more on reviewing assessment results and client updates, see: Reviewing client updates and prioritising follow-up.
Assigning a clinician helps connect the client with the person best placed to support their follow-up and ongoing care.