Case Managers - General Information

Modified on Thu, 24 Oct, 2024 at 7:20 AM

OVERVIEW

This article covers the contents stored in the General Information section of a Case Manager USER ACCOUNT.

General Information records basic profile data that helps provide easier management of services and business relationships in Kawaconn.

FIELDS - GENERAL INFORMATION
VERIFICATIONS AND NOTIFICATIONS
- Contact Detail Verified
- Subscribed to Promotions
RECRUITMENT STATUS

FIELDS - GENERAL INFORMATION

Mandatory fields must be entered in order to Save the User Account.

Enter/Edit the following fields, where required.

Field Name	Notes
From Company	Mandatory Every Case Manager must be attached to a Company
Title
First Name/Last Name	Mandatory
Email	Mandatory* (if a Case Manager login is provided)
Phone/Mobile
Business Unit	Business Units are created in the Company User Account Business Units allow users to have access to their colleague’s bookings in their own login
(Job) Position	Dropdown list options can be edited in APP SETTINGS → Value List → Job Title
Suburb/Postcode/State
LinkedIn
Referral Source
Business Support Officer/ BSO Assigned Date	Staff user assigned to manage business relationships and support with the Case Manager
Created By	Staff user who created the User Account

VERIFICATIONS AND NOTIFICATIONS

Contact Detail Verified

Ticking this checkbox marks the Case Manager as “Verified”. A “Verified” Case Manager represents that you’ve confirmed the Case Manager’s contact details provided are correct and should be used for booking confirmations and communications.

Subscribed to Promotions

Ticking this checkbox informs you that the Case Manager is happy to receive marketing-related emails that help promote your business.

RECRUITMENT STATUS

The following statuses help categorise Case Managers on the platform based on business relationships:

Recruitment Status	Definition
Recruiting	Initial approach/having intentions to work with the Case Manager.
Onboarding	Communications have been established with the Case Manager but they have not requested bookings as of yet.
Onboarded	The Case Manager is requesting bookings with your provider.
Non-Booking Contact	The Case Manager is Active but is not involved with requesting bookings. (e.g. Accountants, Admin)