A case manager is the person who is responsible for keeping track of a particular case. When you have a high number of cases to manage, you can split up the case load by assigning case managers to oversee cases.
Add Case Managers #
1. Go the relevant Case Details page and click the plus button.
2. The list of the users in your office will appear in the dropdown. If the staff member you are trying to add doesn’t appear in the dropdown, you may need to create an account for them. Select the desired user and click “Submit.”
Cases that you are the Case Manager of will appear in the “My Cases” tab of the case list. All of your office’s cases (including those you are the case manager of) will appear in the “All Cases” tab.
Remove Case Managers #
- Hover over the Case Manager you’d like to remove. Click the “Remove Case Manager” popover that appears.
- Click “Yes.”
View Case Manager profile #
The Case Manager section shows case managers from different offices on the case details page. You can only add/remove case managers from your own office.
1. Click the Case Manager whose profile you’d like to view. You will be able to see their contact information and what office they belong to.
