Assigning clients to you or other care team members
Unassigned clients are clients who do not have any care team member assigned to manage their care. Assuming that organization units are enabled for your organization, you can assign clients to you, to or another care team member with the roles, skills, and capacity to manage the client's care, and/or to a predefined group of care team members.
Before you begin
- The Unassigned Clients page must be configured to display to the care team. Otherwise, you cannot access the page in the application.
- You cannot assign a client that is already assigned, deactivated, or deleted in the application.
- You can assign a client to you, another selected care team member, a care team group, or a combination of all three.
Note: If you are not assigned a security role which grants access to the unassigned clients
resource, you cannot access the unassigned clients page.
About this task
The option to select Care Team Groups, is only displayed if one or more care team groups are configured by your administrator.