Can I transfer a participant from one site to another?

Short answer - no. There is currently no functionality in DAISY that allows users to transfer a participant (child or provider) from one site to another.

Because DAISY uses role-based access, each site can only enter and manage data associated with its own site. To ensure both sites maintain access to the participant's information and that all visits are accurately documented, follow the steps below.

Currently site responsibilities	New site responsibilities
Before the participant begins working with the new site, the current site should:  Enter all outstanding data into DAISY, including: Assessments Referrals Visits Complete the Program Completion Survey to close out the participant's participation at the current site.	The new site should treat the participant as a new enrollment, not as a transfer. The new site must: Create a new information form for the participant. Continue providing visits as appropriate. Enter all new assessments, referrals, visits collected by the new site

Important note

Although a participant may appear in DAISY under more than one site, national and state reporting processes include a review for duplicate records. During reporting, duplicate records are identified and consolidated so the participants are counted as unique participants.