Possible Solutions Suggested

1. (If Required) Turn Team member into a Circle member  

Scenario 1 - if we do not have access to the accounts

1. Download the report from the Report Builder (ask “Subscriber №1”).
2. Make sure that “Subscriber №2” has patient's names, DOB and emails, mobile phones of the patients.
3. Archive the cases (ask “Subscriber №1”).
4. Remove the patient's emails from the data base (Dev team).
5. “Subscriber №2” or his team member create CUSTOM cases (with valid case start on date) for the patients (switch off email sending).
6. “Subscriber №2” or his team member complete the surveys according to the Raw Report data.
7. “Subscriber №2” or his team member change the completion dates of the completed surveys.
8. Resent invitations to the patients.

Scenario 2 - if we have access to the accounts

1. Ask “Subscriber №1” to invite Customer service member as a Team member.
2. Download the report from the Report Builder (Customer service member).
3. Archive the cases (Customer service member).
4. Remove the patient's emails from the data base (Dev team).
5. Ask “Subscriber №2” to invite Customer service member as a Team member.
6. Customer service member creates CUSTOM cases (with valid case start on date) for the patients (switch off email sending)
7. Customer service member completes the surveys according to the Raw Report data
8. Customer service member changes the completion dates of the completed surveys
9. Resent invitations to the patients
10. Remove Customer service team from all Subscribers' Teams

Scenario 3 - everything is done via DB

1. Dev team migrates the Patients to the new account
2. Dev team migrates the Cases to the new account
3. “Subscriber №1” and “Subscriber №2” invite Customer Service team to their Teams
4. Customer Service Team that all the requested migration was successfully completed
5. Remove Customer service team from all Subscribers' Teams

Patients will get the invitation e-mails again and should follow the registration again. Will be better if the clinic notify them

Actual Steps for Customer Support

1. Raise a Jira ticket with the specific request to the Dev team
2. Dev team performs the required manipulations on the DB level
3. Once the operation is done, request both subscribers to invite you to their teams to perform the check of the migrations:
   a. create custom team-members emails for each subscriber
   b. email the request to be added to the team
4. (If was added to the team) Customer service: perform the check of the migration:
   a. check the list of patients
   b. check the list of cases
   c. check the statistics:
       i. Dashboard
       ii. Report Builder (create, check and remove report)
       iii. Circle Statistics
       iv. Full Raw Export
       v. Account page
5. (if no access to accounts) Email to both subscribers the instruction of what needs to be checked
6. Customer service:
   a. notify the customer on the results
   b. ask to be removed from the team members (if the customer service member was invited)