AccuPoint allows you to enable and set up case loads for your employees. Case Loads will prevent your employees from being able to access clients that are not on their case load. Clients that are not on an Employee’s case load will be unable to be scheduled with those Employees.
Enabling Case Loads
1. Go to “Permission Groups” from the homepage
2. Click on the Edit Icon (Notepad/paper) for the permission group
3. Scroll to the bottom of the page and check off “Case Load Only”; this will enable case loads for all employees in this permission group
4. Click “Save” to confirm your changes
Adding clients to an Employee Case Load
1. From the dashboard and select the following options
2. Check off the clients that will be added to the employee’s case load
3. Click “Apply” to save your changes
Please note that if you do not have allowed services set up in the employee or client Edit Information pages, you will not see any options appear in regards to being able to append clients to said employee case load. If you do not know how to append allowed services to an employee/client, please reach out to your On boarding Success Manager for assistance.
If you have any questions on applying a case load to an employee, please be sure to reach out to your account manager via e-mail, or call our office at 646-926-7081.
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