Adding Case Managers
A Case Manager is the individual assigned by the referral company or EAP partner to oversee the enrolled member’s case. This person may authorize services, receive updates, and coordinate care for the member.
Case Managers must be added to your organization before they can be assigned to enrolled members.
Requirements
Adding a Case Manager is a two-step process.
- The Case Manager must create a HeyPeers member account.
- The Case Manager must be added to your organization’s Team page as either an Administrator or a Coordinator.
How to Add a Case Manager to Your Team
Adding a Case Manager follows the same process as adding any other team member. Follow the steps in: Adding a Team Member
Select either Administrator or Coordinator as the user's role.
Select either Administrator or Coordinator as the user's role.
Each role provides different levels of access to the organization’s management tools. For a full comparison of permissions, see Team Roles & Permissions.
Once added, the Case Manager will be available for selection in the Case Manager field on the Enrollment page.
