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What information is included when I transfer child records?

Written by Monica Belle

Updated at December 6th, 2024

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When an Enterprise account administrator transfers a child record from one program to another, the following information is included:

  • child profile information including any custom fields
  • caregiver profile information
  • child journal entries
  • finalized assessments
  • a read-only version of any in progress assessments (Note: If the child is currently part of a group assessment, the assessment will be converted to an individual assessment at the time of transfer).
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  • How do I add a Provider to a child profile?
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  • How do I add a child profile? (As an Administrator)
  • How do I add a caregiver profile?
  • How do I add a child profile? (As a Provider)

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