Supervisor Overview / Management (In-Depth)
Notes for Supervisors:
Supervisors will be cc’d on all client submissions created by case managers. Supervisors with multiple case managers in their department will be able to view the complete list of all current and past moves between case managers in their own client portal.
We’ll be sharing a spreadsheet with supervisors and their department that lists all Request IDs, Client Names, Case Managers, and a Payment Tracker to help organizations track their moves.
In this version of Move Board, Supervisors will have to go into each submission to see if there was a Payment Method made, which would show up on the left side of the Client Portal (Under “Submit Photos”). If there’s an unpaid invoice, it’ll notify you as you’re on the front page of a specific move.