How to Assign a Case Manager in COVID Navigator

Assign a supervisor, HR rep, or designated case manager at your organization to receive alerts, manage exceptions, and document case notes for employee symptom management and COVID-19 screening results.

  1. Go to “Participants” in the top navigation menu.
  2. Select Participant (employee) from the list.
  3. Navigate to Participant Admin
  4. Select Case Manager sub-form.
  5. Un-check the green check mark to make sure the sub-form is open for edits.
  6. Click the orange plus button to add a case manager.
  7. Select the desired case manager from the dropdown list, check if you want them primary (if you have multiple case managers assigned to an employee) and click Save to complete.