With this feature enabled, navigators (case workers) will be automatically assigned to every client profile they open. Clients can have multiple caseworkers assigned.
Click here to learn how to assign a navigator to a client.
Click here to learn how to un-assign a navigator from a client.
1. Click Agency Admin from the System Navigation Bar
2. Click on the General tab
3. If your agency chooses to enable this, select the Auto-assign Caseworkers check-box
4. Click Save settings