> For the complete documentation index, see [llms.txt](https://docs.medicare.healthsherpa.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.medicare.healthsherpa.com/api-reference/version-2-oauth/endpoints/reassign-contact.md).

# Reassign Contact

Use this endpoint when a contact needs to move from one captive agent to another captive agent within your agency – for example, when an agency owner reassigns a contact in your CRM and the new agent needs to quote and enroll that contact on HealthSherpa Medicare.

On HealthSherpa Medicare, a contact belongs to a single assigned agent, and only that agent can access it via the API. So if one agent created or updated a contact via the API and another agent now needs to work it, reassign the contact to them first.

**Reassignment is one-way:** Once a contact is reassigned, the previous agent loses access to it via the API. They also lose access to it in the HealthSherpa Medicare platform – unless they have Admin or Full Book access. Consider surfacing this to the agent for awareness or confirmation before making the call – [example](https://d.pr/i/U7qZov/Iye5VCGgve).

**Terminology note:** when we say *captive agent*, that includes [Full Book](https://intercom.help/healthsherpa-medicare-help-center/en/articles/12306165-full-book-role) and [Admin](https://intercom.help/healthsherpa-medicare-help-center/en/articles/14491897-promoted-admin-role) users.  

## Reassign a contact to another agent

> Reassigns a contact to another agent so the new agent may quote and enroll the contact on HealthSherpa Medicare. Two callers can do this: the agent who currently owns the contact, or an agency admin who has the contact reassignment permission on the agency that owns the contact's book. Name the receiving agent by email. The current owner and the receiving agent must both be captive in the agency that owns the contact's book. If the caller is the current owner, this is a one-way door: once the contact is reassigned, this access token can no longer access the contact via the API or in the platform.<br>

```json
{"openapi":"3.0.3","info":{"title":"HealthSherpa for Medicare Partner API v2","version":"2.0.0"},"servers":[{"url":"https://api.medicare.healthsherpa.com/v2","description":"Production environment"},{"url":"https://api.medicare-staging.healthsherpa.com/v2","description":"Staging environment"}],"security":[{"OAuth2":["partner_api_v2"]}],"components":{"securitySchemes":{"OAuth2":{"type":"oauth2","description":"OAuth 2.0 authentication with partner_api_v2 scope","flows":{"authorizationCode":{"authorizationUrl":"https://api.medicare.healthsherpa.com/oauth/authorize","tokenUrl":"https://api.medicare.healthsherpa.com/oauth/token","scopes":{"partner_api_v2":"Access to Partner API v2 endpoints"}}}}},"schemas":{"Contact":{"type":"object","properties":{"id":{"type":"string","description":"HealthSherpa system ID for the contact"},"slug":{"type":"string","description":"URL-friendly identifier for the contact"},"external_id":{"type":"string","minLength":1,"maxLength":100,"description":"Your system's unique identifier for this contact"},"first_name":{"type":"string","description":"Contact's first name","minLength":1,"maxLength":100},"last_name":{"type":"string","description":"Contact's last name","minLength":1,"maxLength":100},"address_1":{"type":"string","description":"Primary address line","minLength":1,"maxLength":100},"address_2":{"type":"string","nullable":true,"description":"Secondary address line","minLength":1,"maxLength":100},"birth_date":{"type":"string","description":"Contact's date of birth (MM/DD/YYYY, MM-DD-YYYY, YYYY-MM-DD, or YYYY/MM/DD)"},"city":{"type":"string","description":"City name","minLength":1,"maxLength":100},"state":{"type":"string","description":"Two-letter state code"},"zip":{"type":"string","description":"ZIP code (5 digits)"},"phone":{"type":"string","description":"Contact's phone number (10 digits without formatting)"},"sex":{"type":"string","description":"Contact's sex","enum":["male","female","M","F","m","f"]},"email":{"type":"string","format":"email","description":"Contact's email address"},"medicare_number":{"type":"string","description":"Contact's Medicare number. This must match the CMS valid MBI format described in the [CMS MBI format guide](https://www.cms.gov/Medicare/New-Medicare-Card/Understanding-the-MBI-with-Format.pdf) - otherwise, the Contact sync will fail.","minLength":1,"maxLength":100},"medicare_part_a_effective_date":{"type":"string","description":"Medicare Part A effective date (MM/DD/YYYY, MM-DD-YYYY, YYYY-MM-DD, or YYYY/MM/DD)"},"medicare_part_b_effective_date":{"type":"string","description":"Medicare Part B effective date (MM/DD/YYYY, MM-DD-YYYY, YYYY-MM-DD, or YYYY/MM/DD)"},"medicaid_eligible":{"type":"boolean","nullable":true,"description":"Whether the contact is eligible for Medicaid"},"medicaid_number":{"type":"string","description":"Contact's Medicaid number","minLength":1,"maxLength":100},"extra_help":{"type":"boolean","nullable":true,"description":"Whether the contact receives Extra Help"},"type":{"type":"string","description":"Contact type","enum":["client","lead"]},"status":{"type":"string","description":"Contact's workflow status. Unsupported values are treated as `new`.","enum":["new","contacted","in_progress","enrolled","not_interested","inactive","do_not_contact","deceased"]},"authorized_representative_name":{"type":"string","description":"Name of the authorized representative","minLength":1,"maxLength":100},"authorized_representative_relationship":{"type":"string","description":"Relationship of the authorized representative to the contact","minLength":1,"maxLength":100},"authorized_representative_phone_number":{"type":"string","description":"Phone number of the authorized representative"},"authorized_representative_email":{"type":"string","format":"email","description":"Email address of the authorized representative"},"authorized_representative_address":{"type":"string","description":"Street address of the authorized representative","minLength":1,"maxLength":100},"authorized_representative_city":{"type":"string","description":"City of the authorized representative","minLength":1,"maxLength":100},"authorized_representative_state":{"type":"string","description":"Two-letter state code of the authorized representative"},"authorized_representative_zip_code":{"type":"string","description":"ZIP code of the authorized representative (5 digits)"},"mailing_address_street":{"type":"string","description":"Street address for mailing","minLength":1,"maxLength":100},"mailing_address_unit_number":{"type":"string","nullable":true,"description":"Unit number for mailing address","minLength":1,"maxLength":100},"mailing_address_city":{"type":"string","description":"City for mailing address","minLength":1,"maxLength":100},"mailing_address_state":{"type":"string","description":"Two-letter state code for mailing address"},"mailing_address_zip_code":{"type":"string","description":"ZIP code for mailing address (5 digits)"},"contact_drugs_attributes":{"type":"array","description":"Array of drugs associated with the contact","items":{"$ref":"#/components/schemas/ContactDrug"}},"contact_pharmacies_attributes":{"type":"array","description":"Array of pharmacies associated with the contact","items":{"$ref":"#/components/schemas/ContactPharmacy"}},"contact_providers_attributes":{"type":"array","description":"Array of providers associated with the contact","items":{"$ref":"#/components/schemas/ContactProvider"}}}},"ContactDrug":{"type":"object","required":["frequency","dosage_id","dosage_id_source","user_quantity","ndc","id","id_source","dosage_name","name","drug_type_id"],"properties":{"name":{"type":"string","description":"Drug name"},"drug_type_id":{"type":"integer","description":"Drug type identifier (1=Brand, 2=Generic, 3=OTC Brand, 4=Branded Generic, 5=OTC Branded Generic, 6=OTC Generic, 9=OTC DME Brand)","enum":[1,2,3,4,5,6,9]},"dosage_name":{"type":"string","description":"Full dosage name including strength"},"ndc":{"type":"string","description":"National Drug Code"},"frequency":{"type":"integer","description":"Frequency in days (e.g., 30 for monthly)","enum":[30,60,90,180,360]},"user_quantity":{"type":"integer","description":"Quantity the user takes"},"id":{"type":"string","description":"Drug identifier from source system"},"id_source":{"type":"string","description":"Source system for the drug ID (must be \"connecture\")","enum":["connecture"]},"dosage_id":{"type":"string","description":"Dosage identifier from source system"},"dosage_id_source":{"type":"string","description":"Source system for the dosage ID (must be \"connecture\")","enum":["connecture"]},"package_id":{"type":"string","description":"Package identifier from source system"},"package_id_source":{"type":"string","description":"Source system for the package ID (must be \"connecture\")","enum":["connecture"]},"package_description":{"type":"string","description":"Description of the package type"},"package_size":{"type":"number","format":"float","description":"Size of the package"},"package_quantity":{"type":"number","format":"float","description":"Quantity of packages"},"metric_quantity":{"type":"integer","description":"Metric quantity value"}}},"ContactPharmacy":{"type":"object","required":["id","id_source","name","mode","npi","address_street","address_city","address_state","address_zip_code"],"properties":{"id":{"type":"string","description":"Pharmacy identifier from source system"},"id_source":{"type":"string","description":"Source system for the pharmacy ID (must be \"connecture\")","enum":["connecture"]},"name":{"type":"string","description":"Pharmacy name"},"mode":{"type":"string","description":"Pharmacy mode","enum":["retail","digital"]},"npi":{"type":"string","description":"National Provider Identifier"},"primary":{"type":"boolean","description":"Whether this is the primary pharmacy"},"phone_number":{"type":"string","description":"Pharmacy phone number"},"address_street":{"type":"string","description":"Pharmacy street address"},"address_unit_number":{"type":"string","description":"Pharmacy unit number"},"address_city":{"type":"string","description":"Pharmacy city"},"address_state":{"type":"string","description":"Pharmacy state (two-letter code)"},"address_zip_code":{"type":"string","description":"Pharmacy ZIP code"}}},"ContactProvider":{"type":"object","required":["id","id_source","provider_type","presentation_name","contact_provider_addresses_attributes"],"properties":{"id":{"type":"string","description":"Provider identifier from source system"},"id_source":{"type":"string","description":"Source system for the provider ID (must be \"connecture\")","enum":["connecture"]},"provider_type":{"type":"string","description":"Type of provider","enum":["individual","organization"]},"presentation_name":{"type":"string","description":"Display name for the provider"},"primary":{"type":"boolean","description":"Whether this is the primary provider"},"first_name":{"type":"string","description":"Provider's first name (for individual providers)"},"last_name":{"type":"string","description":"Provider's last name (for individual providers)"},"organization_name":{"type":"string","description":"Organization name (for organization providers)"},"phone_number":{"type":"string","description":"Provider's phone number"},"npi":{"type":"string","description":"National Provider Identifier"},"specialties":{"type":"array","description":"List of provider specialties","items":{"type":"string"}},"contact_provider_addresses_attributes":{"type":"array","description":"Array of addresses for this provider. At least one valid address is required; providers with no valid addresses are rejected and reported in the partial_success errors array.\n","minItems":1,"items":{"$ref":"#/components/schemas/ContactProviderAddress"}}}},"ContactProviderAddress":{"type":"object","required":["id","id_source","city","state","zip_code"],"properties":{"id":{"type":"string","description":"Address identifier from source system"},"id_source":{"type":"string","description":"Source system for the address ID (must be \"connecture\")","enum":["connecture"]},"street":{"type":"string","description":"Street address"},"unit_number":{"type":"string","description":"Unit number"},"city":{"type":"string","description":"City"},"state":{"type":"string","description":"State (two-letter code)"},"zip_code":{"type":"string","description":"ZIP code"},"phone_numbers":{"type":"array","description":"List of phone numbers for this address","items":{"type":"string"}},"selected":{"type":"boolean","description":"Whether this address is selected/preferred"}}},"RedirectUrl":{"type":"string","description":"URL to access the contact's quote page on HealthSherpa"},"Error":{"type":"object","description":"Standard error envelope used for application-level errors (validation, not found, etc.). OAuth 2.0 errors (401 Unauthorized, 403 Forbidden) use a different format — see the Unauthorized and Forbidden response components.\n","required":["error"],"properties":{"error":{"type":"object","required":["message","code"],"properties":{"message":{"type":"string","description":"Human-readable error message"},"code":{"type":"string","description":"Machine-readable error code","enum":["resource_not_found","validation_failed","agent_not_found","unprocessable_entity"]},"details":{"type":"array","description":"Detailed per-field errors. For 400 validation errors, each entry is a single-key map of `field_name -> message`. For 422 errors raised from model validations, each entry is a `{ field, message }` object.\n","items":{"type":"object","additionalProperties":{"type":"string"}}}}}}}},"responses":{"Unauthorized":{"description":"Unauthorized - Invalid, missing, or expired OAuth access token. 401 responses for token problems are produced by the OAuth layer and follow the OAuth 2.0 Bearer Token error format (`{\"error\": \"...\", \"error_description\": \"...\"}`) rather than the standard `{error: {code, message}}` envelope used by the rest of the API.\n","content":{"application/json":{"schema":{"type":"object","properties":{"error":{"type":"string","description":"OAuth 2.0 error code (e.g. \"invalid_token\")"},"error_description":{"type":"string","description":"Human-readable explanation of the error"}}}}}},"Forbidden":{"description":"The access token does not have the required `partner_api_v2` scope. Like other OAuth errors, this response uses the OAuth 2.0 Bearer Token error format.\n","content":{"application/json":{"schema":{"type":"object","properties":{"error":{"type":"string"},"error_description":{"type":"string"},"scope":{"type":"string"}}}}}}}},"paths":{"/contacts/{contact_id}/reassign":{"post":{"summary":"Reassign a contact to another agent","description":"Reassigns a contact to another agent so the new agent may quote and enroll the contact on HealthSherpa Medicare. Two callers can do this: the agent who currently owns the contact, or an agency admin who has the contact reassignment permission on the agency that owns the contact's book. Name the receiving agent by email. The current owner and the receiving agent must both be captive in the agency that owns the contact's book. If the caller is the current owner, this is a one-way door: once the contact is reassigned, this access token can no longer access the contact via the API or in the platform.\n","operationId":"reassignContact","tags":["Contacts"],"parameters":[{"name":"contact_id","in":"path","required":true,"schema":{"type":"string"},"description":"The HealthSherpa system ID of the contact to reassign"}],"requestBody":{"required":true,"content":{"application/json":{"schema":{"type":"object","required":["agent_email"],"properties":{"agent_email":{"type":"string","format":"email","description":"Email address of the agent who should receive the contact"}}}}}},"responses":{"200":{"description":"Contact reassigned successfully. The `contact` object has the same shape the update endpoint returns, and `redirect_url` is regenerated for the receiving agent.\n","content":{"application/json":{"schema":{"type":"object","properties":{"data":{"type":"object","properties":{"contact":{"$ref":"#/components/schemas/Contact"},"redirect_url":{"$ref":"#/components/schemas/RedirectUrl"}}}}}}}},"400":{"description":"The `agent_email` field is missing or is not a valid email address","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"401":{"$ref":"#/components/responses/Unauthorized"},"403":{"$ref":"#/components/responses/Forbidden"},"404":{"description":"Either the contact does not exist or the authenticated agent cannot reassign it (`resource_not_found`), or no captive agent in the contact's agency has the supplied `agent_email` (`agent_not_found`).\n","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}},"422":{"description":"The request was well-formed but the reassignment is not allowed, either because of the agents involved or because the receiving agent already has a contact with this `external_id`.\n","content":{"application/json":{"schema":{"$ref":"#/components/schemas/Error"}}}}}}}}}
```