Some Agencies may decide to assign Case Managers to clients in ServicePoint. The following guide will walk through the process.
Go to the client record in ServicePoint and click on the Case Managers Tab. If you do not see this tab, email email@example.com and we can update it.
Click Add Case Manager
Select the Case Manager from the Drop down
This will populate any contact information provided to the HMIS Team during training. If Information populated is outdated, please contact firstname.lastname@example.org to update.
Hit Add Case Manager.
The Case Manager has now been added.
If you have any further questions, please email Helpdesk@allchicago.org for assistance.