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How do I transfer a resident between sites?

Instructions on how to transfer a resident between sites

Written by Katie Hitchcock
Updated over 2 weeks ago

Please note, residents transfers can only be completed for our Outstanding customers with multiples sites.


To transfer a resident from one site to another, an admin user must log in to the Group Site and click the Transfer Resident button shown below.


Clicking this button will start a chat requested the necessary information for our Support Team to complete your request. Please have the following information ready to provide our team:

  • Service User ID (required) - this can be found via the browser URL (please see the screenshot for reference).


  • Service User Full Name (optional, but recommended)

  • Current Site Name (required)

  • Destination Site Name (required)

  • Preferred Transfer Date – the date the transfer should ideally be completed by

  • No Later Than Date (required) – the latest acceptable date the transfer must be completed by

Once this information has been received, your request will be passed on to our Support Team, who will complete the transfer for you.

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