Unable to move clients to the Support Coordinator's case load.
Make sure the Service Type field on the Client Profile includes Support Coordination Client.
Related Articles
Set up a Support Coordination Client
This article details the steps that must be completed for a client to be set up for Support Coordination. The Support Coordination Client service type needs to be present in the Client Profile. The primary Support Coordinator must be allocated to the ...
Support Coordination Client List - Customise columns display
This section offers an overview of how to tailor the data view on the Support Coordination Client List to suit your preferences. 1. From the Main Menu, select Support Coordination and click on Clients. 2. The Support Coordination Client List screen ...
Support Coordination Overview
This section provides an overview of the functionality of the Support Coordination module. Access Support Coordination Module 1. Click the Support Coordination option in the Careview menu. 2. The menu expands to display the following sub-menu items: ...
Reassign a Client to New Support Coordinator
Use the following steps to reassign a Client to a new Support Coordinator: It is suggested to re-assign clients before the Support Co-ordinator account is deactivated ( if applicable ) as it will cause their assigned clients to be removed from the ...
Support Coordination Client List - filter and sort columns
This section provides an overview of how to Filter and Sort your clients on the Support Coordination Client List. Support Coordination Client List Overview Note: The Support Coordination Client List displays records of all Support Items for clients ...