Marketing - How to reassign Referral Sources from one Admission Coordinator to another in bulk

Marketing - How to reassign Referral Sources from one Admission Coordinator to another in bulk

Marketers are set up as "admission coordinators" in HCHB.  They can be assigned to referral sources (physician offices or facilities) once they're set up as an AC.  Sometimes when you hire a new AC or change their territories, you need to move a bunch of referral sources from one AC to another.  Superusers have this ability.  Here's how to do that. 

Superusers can also edit referral sources assigned to ACs, one referral source at a time, by clicking on the ORB in HCHB > Clinical Manager > Maintain Physicians or Maintain Facilities.