1. (a) Cases transferred will retain their status and the date of the transfer.

2. (b) Procedures — Cases transferred out.

   1. (1) A transfer will be made when an individual on a counselor's caseload either permanently moves or requests another counselor within or out of that counselor’s district.
   2. (2) The client should contact the current counselor to initiate the case transfer.

   3. (3)

      1. (A) The transferring counselor prior to the transfer will discuss the case with the receiving counselor as well as notifying the managers to ensure that case information is current and prepared for transfer.
      2. (B) Both counselors, the managers, and the client should be in agreement before the case is transferred.

   4. (4) Discuss the transfer with the client, providing in writing the receiving counselor’s:

      1. (A) Name;
      2. (B) Field office address; and
      3. (C) Phone number.
   5. (5) Status 22 cases will be transferred only if the counselor believes this would be in the individual’s best interest.
   6. (6) Transfers will not be made during the same month the case is accepted and/or the IPE is completed and/or services are initiated.
   7. (7) Contact the appropriate case management administrator to transfer ECF in the case management system.
   8. (8) Document in case note under “TRANSFER OUT” a case summary for transfer.

3. (c) Procedures — Cases transferred in.

   1. (1) After the case has been transferred in the case management system, the receiving counselor will meet with the individual.
   2. (2) Document in the case note under “TRANSFER IN” a case summary for transfer.

4. (d) Cases transferred in from other state rehabilitation agencies.

   1. (1) Cases cannot be transferred from other state rehabilitation agencies.
   2. (2) Individuals moving from another state and requesting services from Arkansas Rehabilitation Services will be treated the same as a new referral.

Codification Notes: “ECF” means electronic case file. "IPE" means individualized plan for employment.