Learn How To:

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