Set or Update Caseworker's Display Name, Email, and Phone Number

Set or Update a Caseworker's Display Name

The caseworker's display name will be shown to clients:

• During the appointment search process (if selecting a caseworker is enabled at campus locations where the caseworker provides service),

• On the appointment confirmation screen,

• In the automated emails about the appointment.

To set or change a caseworker's display name:

1. Login to the Find Your Ally appointment portal as a Caseworker or Provider Administrator.

2. Navigate to Availability in the left-hand navigation menu.

3. Click into name of the caseworker to access the edit screen.

4. The field directly below the text Edit Caseworker is the Display Name field.

5. The caseworker's Display Name can carry information in addition to a name. For example, the field can include what language a caseworker speaks. The languages can also be entered in the Caseworker Details area.

6. Click on the Update Caseworker button to save changes

Set or Update a Caseworker's Email Address

The email address for each caseworker can be linked to the login email for Find Your Ally. Some caseworkers do not have a Find Your Ally login (i.e. when a provider uses a placeholder caseworker rather than a person) while other caseworkers do have a login.

Caseworker Without a Login

If the caseworker is a placeholder or does not have a login, the email address can be edited in the caseworker edit screen by a Provider Administrator.

1. 1. 1. Navigate to the caseworker edit screen as a Provider Administrator.

      2. Expand the Caseworker Details.

      3. Enter the updated email address in the E-mail field.

      4. Click on the Update Caseworker button to save changes.

      5. Note that this email address may receive appointment-based automated emails (if enabled in the Email Templates settings).

Caseworker with a Login

If a Caseworker has a login to Find Your Ally, the email address can only be changed in the caseworker's Profile region. This would need to be done by the Caseworker after logging in.

1. 1. 1. The caseworker would need to login to the Find Your Ally appointment portal.

      2. Navigate to the Profile through the left-hand navigation menu.

      3. Change the email address in the Profile and Save.

      4. Find Your Ally will send an email message to the updated email to approve the change.

      5. Having trouble changing the email address in the system? Please reach out to a Provider Administrator or Support.

Set or Update a Caseworker's Phone Number

• The caseworker's phone number is optional.

• If entered into the system, the phone number will be displayed to clients in automated emails.

To set or change a caseworker's phone number:

1. Login to the Find Your Ally appointment portal as the caseworker or Provider Administrator that can manage the caseworker's availability.

2. Navigate to Availability through the left-hand navigation menu. This menu item is called Caseworkers for individuals with the Provider Administrator role.

Caseworker's left-hand navigation menu	Provider Administrator's left-hand navigation menu

3. Click on the name of the Caseworker to enter the edit screen.

4. Expand the Caseworker Details area.

5. Enter the phone number into the Phone field.

6. Click on the Update Caseworker button to save changes.