C.A.T.S Mobile- Submitting a Transfer Request for HCPs

Steps to Submit a Transfer Request

1. Determine the New Address:
   • Before submitting a transfer request, confirm the HCP’s new address.
2. Initiate the Transfer Request:
   • Select the HCP.
   • Tap on the Transfer Request icon located in the right-side action menu.
3. Complete the Transfer Request Form:
   • The form will open automatically.
   • Fill in all required fields (indicated with an asterisk *).
4. Submitting or Saving the Request:
   • To Submit:
     • Ensure all necessary information is entered.
     • Select Submit to send the request to your manager for approval.
     • To Save for Later:
       • If additional information needs to be entered later, select Save.
       • This will not send the request to your manager for approval.

 

What Happens Next?

• Approval:
  • If your manager approves the request, you will receive a notification via CATS Message.
  • If the HCP is transferring into your territory, you will also receive a CATS Message.
• Denial:
  • If your manager denies the request, you will be notified via CATS Message, and the HCP will remain in your territory.

 

Additional Notes

• Ensure that all required fields are filled accurately to avoid delays.
• Contact your manager if you have questions about the status of your request.