Enter a case note in Q using activity code "CM Assigned" which includes that clt was notified of change and that ICM was notified of concerns; then change the CM name to the ICM.
Change the name of the CM to the ICM, then enter a case note using Activity Code "CM Assign" which includes that the clt is aware of the change and that ICM was notified of the concerns.
Discuss the case with the ICM and give her the file.
Place the file in the ICM's mailbox with a thank you note attached.
5 business days
10 business days
At the next scheduled intervention