Assign Case Loads

AccuPoint allows you to enable and set up caseloads for your employees. Case Loads will prevent your employees from being able to access clients that are not on their caseload. Clients that are not on an Employee’s caseload will be unable to be scheduled with those Employees.

Enabling Case Loads

1. Go to Permission Groups from the homepage.
   
   
   
2. Click on the Edit icon for the Employee permission group.
   
   
   
3. Scroll to the bottom of the page and check off Case Load Only. This will enable caseloads for all employees in this permission group.
4. Click Save to confirm your changes.