The Services - Individual module's Service Coordinators feature is used to update service coordinator assignments, including changing consumers' service coordinators, reassigning service coordinators' caseloads, and reassigning service coordinators for program vacancies.  It is also used to view read-only service coordinator assignment reports.

Required Permissions

The Service Coordinators feature is available to users with the following permissions:

Program Chart Access
Display Any Chart Records Buttons
Display Chart Records Services - Individual Button
Caseload Assignments (not required if you are in the "Executive" user group)

  NOTE: Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need a permission listed here, please contact your supervisor or your local Help Desk for assistance. 

Click-by-Click Instructions

Changing a Service Coordinator Assignment - Learn to change the service coordinator assigned to a consumer or program vacancy.

Reassigning a Caseload - Learn to reassign a service coordinator's caseload.

Viewing a Service Coordinators Report - Learn to view a read-only report of service coordinator assignments.

Frequently Asked Questions

Service Coordinators Frequently Asked Questions

  https://demodb.footholdtechnology.com/help/?10356