How do individuals/families become assigned to our organization and appear on our list in Shared Case Management?

If you originally entered the information about the family and their household members into the system, they will automatically be assigned to your organization and you will see their personal details, assistance history and need details. If another organization originally entered that person into the system, you can still perform all 3 primary functions for the family using the system – record visits, post needs, and schedule visits.