Enable or disable the ability to select a caseworker during the booking process If multiple caseworkers provide services at a particular location, it may be important to allow the clients to select from the caseworker options during the process of scheduling an appointment. If the selection of a caseworker is enabled, the booking workflow for a client would would have an extra step (#3): Enter ZIP code/Select School and service category Select service (if multiple Services are offered at the Location) Select caseworker (if enabled) Select date/time Complete the intake form Instructions Login as a provider administrator. Navigate to the edit screen for the location that needs adjusting. Select the General tab. Expand the Caseworker selection region. Check the box next to Enable caseworker selection to enable this function. Uncheck the box next to Enable caseworker selection to disable this function. Click up Update to save the settings. Additional Notes Enabling this feature adds an additional step to the booking process. Consider the purpose of adding caseworker selection and the pros and cons of adding the caseworker selection step from a Client’s perspective. Some use cases include adding the language that the caseworker speaks to their name to allow a client to select the caseworker that speaks their language. Was this article helpful? Yes No