Assigning Seekers to Staff

Overview

Assignee allows Care Managers to assign Seekers to themselves for follow up directly through a Seeker Profile.

Once assigned, Care Managers can filter by Assignee and view the Assignee in the People I’m Helping Dashboard.

 

How it Works

In Seeker Profiles, there is a section titled “Assignment.” Included in this section is an Assign to Me button. Clicking this button will allow users to assign Seekers to themselves, which they can later filter by in the People I’m Helping Dashboard. This feature does not allow Care Managers to assign Seekers to other members of their team.

 

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Care Managers can navigate to the Seeker Profile of a Seeker that they want to Assign to themselves for follow up.

Under the Assignment section, Care Managers will click the Assign to Me button. Once this button has been clicked, the widget will display the name of the person that the Seeker is assigned.

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People I'm Helping Dashboard

Once a Seeker has been assigned to a Care Manager, that Assignee will be visible and filterable in the People I’m Helping Dashboard.

Filter

On the left-hand side of the Dashboard, there is an Assignee filter. This allows Care Managers to filter by Seekers who are assigned to them, or Seekers who are currently unassigned.

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Column in Dashboard

If a Seeker is assigned to a Care Manager, the name of the assignee is also visible in the Assignee column of the People I’m Helping Dashboard. Although Care Managers cannot assign Seekers to other people, they will be able to see who is assigned to a Seeker.

 

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Removing Assignment

To remove the assignee, users can click the “X” next to the name of the Assignee in the Seeker Profile.

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