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Under review

care coordinator Schedule view option only

Vanessa Neptune 4 years ago in Scheduling • updated by Lisa Izzo 4 years ago • 1

It would be easier for our to have an option for care coordinator to only see their assign clients on schedule vs going and selecting clients one by one and seeing everyone schedule. 

Under review
Lisa Izzo 4 years ago

Hi Vanessa,

Have you considered using our Territories feature?  That might work for what you need.  Care Coordinators would be ABLE to see everyone, but it would be much easier to filter on the schedule calendar screen.

Here is an article about this feature:  http://help.caresmartz360.com/en/articles/5541244-territories

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