AccuPoint allows you to enable and set up case loads for your employees. Case Loads will prevent your employees from being able to access clients that are not on their case load. Clients that are not on an Employee’s case load will be unable to be scheduled with those Employees.
Enabling Case Loads
- Go to “Permission Groups” from the homepage
- Click on the Edit Icon (Notepad/paper) for the permission group
- Scroll to the bottom of the page and check off “Case Load Only”; this will enable case loads for all employees in this permission group.
- Click “Save” to confirm your changes