We would love an automation that would send an email alert yo staff when a new client or case was assigned to them.

Send my staff members an alert if I assign them to a prospective client so they know to follow up with the client.

Add a feature to prospective client to alert staff when they have been assigned a prospective client so they know to follow up.

A pop up or alert needs to occur on a therapists agenda or alerts when a supervisor or admin has assigned a new client to the therapist. Currently we have to send an separate email to alert the therapist a new client has been assigned to them.

We have a large organization and I'd love the ability to turn on an email notification for when a staff member assigns me a client.

Yes! We use TN to refer active clients to our case manager. When we add their name into assigned staff, it would be great if they would get a notification.

Receive an email notification (or really any sort of notification) that you have been assigned a client.

I think that when an administrator or supervisor assigns a new client to a clinician, there should be a notification system that allows that clinician to know they have a new client on their caseload.

Notify staff when a client is assigned to them