VIDEO: Locate Clients Not Assigned to and Assign Navigators to Client Profiles

Locate Clients Not Assigned to and Assign Navigators to Client Profiles

Navigators must be assigned to client records to receive notifications and view the clients' events on their dashboards. This video will help you and your organization ensure that all client records have at least one assigned navigator. Reference the time-stamped table of contents below to jump to each topic.

Topics covered in this video: 

• 00:28 - Standard User: Identify Clients Not Assigned to a Navigator 
• 01:17 - Reports: Identify Clients Not Assigned to a Navigator 
• 05:45 - Standard User: Assign Navigator to Client via Profile 
• 06:19 - Standard User: Unassign Navigator from Client Profile 
• 07:19 - Standard User: Refer Client to Other Navigator 
• 08:25 - Agency Admin: "Auto Assign Navigator" Considerations 
• 09:13 - Agency Admin: Example: Intake Specialists and "Auto Assign Navigator" Feature 
• 09:57 - Agency Admin: Enable "Auto Assign Navigator" Feature 
• 10:24 - Standard User: How "Auto Assign Navigator" Feature Works in Client Profiles